CWM
Campbell Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $203K | Buy |
+711
| New | +$203K | 0.02% | 96 |
|
|
2024
Q2 | – | Sell |
-766
| Closed | -$223K | – | 83 |
|
|
2024
Q1 | $223K | Buy |
+766
| New | +$223K | 0.02% | 87 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$209K | – | 82 |
|
|
2021
Q4 | $209K | Buy |
+600
| New | +$209K | 0.02% | 77 |
|