CSat Investment Advisory’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $26K | Buy |
99
+17
| +21% | +$4.47K | 0.02% | 328 |
|
|
2020
Q4 | $21K | Sell |
82
-529
| -87% | -$135K | 0.02% | 325 |
|
|
2020
Q3 | $135K | Buy |
611
+38
| +7% | +$8.4K | 0.01% | 360 |
|
|
2020
Q2 | $122K | Hold |
573
| – | – | 0.01% | 410 |
|
|
2020
Q1 | $87K | Buy |
573
+177
| +45% | +$26.9K | 0.02% | 377 |
|
|
2019
Q4 | $81K | Buy |
396
+75
| +23% | +$15.3K | 0.02% | 421 |
|
|
2019
Q3 | $53K | Buy |
321
+16
| +5% | +$2.64K | 0.02% | 514 |
|
|
2019
Q2 | $50K | Buy |
305
+225
| +281% | +$36.9K | 0.02% | 526 |
|
|
2019
Q1 | $14K | Sell |
80
-4
| -5% | -$700 | 0.01% | 380 |
|
|
2018
Q4 | $13K | Buy |
84
+34
| +68% | +$5.26K | 0.01% | 373 |
|
|
2018
Q3 | $9K | Buy |
50
+8
| +19% | +$1.44K | 0.01% | 388 |
|
|
2018
Q2 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 419 |
|