Cedar Brook Financial 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
Q1 | – | Sell |
-659
| Closed | -$201K | – | 445 |
|
|
2023
Q4 | $201K | Buy |
+659
| New | +$201K | 0.04% | 403 |
|
|
2023
Q3 | – | Sell |
-739
| Closed | -$244K | – | 413 |
|
|
2023
Q2 | $244K | Buy |
+739
| New | +$244K | 0.06% | 330 |
|
|
2022
Q1 | – | Sell |
-597
| Closed | -$208K | – | 392 |
|
|
2021
Q4 | $208K | Buy |
+597
| New | +$208K | 0.05% | 355 |
|