Capital Directions Investment Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18K | Buy |
+70
| New | +$18K | 0.01% | 182 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$14K | – | 177 |
|
|
2022
Q2 | $14K | Sell |
70
-31
| -31% | -$6.2K | ﹤0.01% | 205 |
|
|
2022
Q1 | $28K | Buy |
+101
| New | +$28K | 0.01% | 179 |
|
|
2021
Q4 | – | Sell |
-70
| Closed | -$21K | – | 180 |
|
|
2021
Q3 | $21K | Buy |
+70
| New | +$21K | 0.01% | 194 |
|