Castleview Partners’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12
Closed -$3.3K 838
2024
Q2
$3.3K Buy
+12
New +$3.3K ﹤0.01% 673
2022
Q1
Sell
-15,698
Closed -$45 963
2021
Q4
$45 Buy
+15,698
New +$45 ﹤0.01% 898
2021
Q2
$11K Buy
+39
New +$11K ﹤0.01% 674