Bourgeon Capital Management’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$53K Sell
2021
Q2
$54K Sell
2021
Q1
$814K Sell
2020
Q4
$6.75M Sell
2020
Q3
$7.88M Sell
2020
Q2
$7.73M Buy
2020
Q1
$4.95M Buy
2019
Q1
Sell
2018
Q4
$925K Buy