Delos Wealth Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32K | Buy |
+10
| New | +$3.32K | ﹤0.01% | 214 |
|
|
2025
Q1 | – | Sell |
-10
| Closed | -$2.86K | – | 157 |
|
|
2024
Q4 | $2.86K | Buy |
+10
| New | +$2.86K | ﹤0.01% | 157 |
|
|
2024
Q3 | – | Sell |
-14
| Closed | -$3.85K | – | 326 |
|
|
2024
Q2 | $3.85K | Hold |
14
| – | – | ﹤0.01% | 171 |
|
|
2024
Q1 | $4.08K | Buy |
+14
| New | +$4.08K | ﹤0.01% | 168 |
|
|
2022
Q1 | – | Sell |
-21
| Closed | -$7K | – | 393 |
|
|
2021
Q4 | $7K | Buy |
+21
| New | +$7K | 0.01% | 264 |
|