Consolidated Planning Corp’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,066
| Closed | -$313K | – | 172 |
|
|
2023
Q1 | $313K | Hold |
1,066
| – | – | 0.08% | 97 |
|
|
2022
Q4 | $275K | Hold |
1,066
| – | – | 0.08% | 103 |
|
|
2022
Q3 | $229K | Sell |
1,066
-67
| -6% | -$14.4K | 0.07% | 102 |
|
|
2022
Q2 | $226K | Buy |
+1,133
| New | +$226K | 0.07% | 108 |
|
|
2021
Q4 | – | Sell |
-36
| Closed | -$11K | – | 366 |
|
|
2021
Q3 | $11K | Buy |
+36
| New | +$11K | 0.01% | 303 |
|