BerganKDV Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $81.4K | Sell |
247
-2
| -0.8% | -$659 | 0.01% | 324 |
|
|
2023
Q1 | $73.1K | Hold |
249
| – | – | 0.01% | 349 |
|
|
2022
Q4 | $64.1K | Buy |
249
+200
| +408% | +$51.5K | 0.01% | 356 |
|
|
2022
Q3 | $11K | Sell |
49
-4
| -8% | -$898 | ﹤0.01% | 560 |
|
|
2022
Q2 | $11K | Buy |
53
+2
| +4% | +$415 | ﹤0.01% | 580 |
|
|
2022
Q1 | $14K | Hold |
51
| – | – | ﹤0.01% | 563 |
|
|
2021
Q4 | $18K | Hold |
51
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $15K | Buy |
51
+47
| +1,175% | +$13.8K | ﹤0.01% | 573 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 943 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 888 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 893 |
|