Chessman Wealth Strategies RIA’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,600
| Closed | -$255K | – | 10 |
|
|
2019
Q2 | $255K | Hold |
1,600
| – | – | 1.39% | 11 |
|
|
2019
Q1 | $281K | Hold |
1,600
| – | – | 0.24% | 15 |
|
|
2018
Q4 | $241K | Hold |
1,600
| – | – | 0.26% | 18 |
|
|
2018
Q3 | $300K | Hold |
1,600
| – | – | 0.26% | 23 |
|
|
2018
Q2 | $266K | Hold |
1,600
| – | – | 0.23% | 20 |
|
|
2018
Q1 | $279K | Hold |
1,600
| – | – | 0.35% | 19 |
|
|
2017
Q4 | $314K | Buy |
+1,600
| New | +$314K | 0.31% | 22 |
|