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CM Wealth Advisors’s Rockwell Automation ROK Stock Holding History

CM Wealth Advisors’s Portfolio ROK Stock Details ROK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-735
Closed -$245K – 152
2023
Q2 		$245K Sell
735
-6,075
-89% -$2.02M 0.08% 131
2023
Q1 		$1.84M Buy
+6,810
New +$1.84M 0.36% 59