Disciplined Investments’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$3.62K | – | 1244 |
|
|
2023
Q2 | $3.62K | Sell |
11
-1
| -8% | -$329 | ﹤0.01% | 477 |
|
|
2023
Q1 | $3.52K | Hold |
12
| – | – | ﹤0.01% | 487 |
|
|
2022
Q4 | $3.09K | Buy |
12
+4
| +50% | +$1.03K | ﹤0.01% | 487 |
|
|
2022
Q3 | $2K | Buy |
8
+5
| +167% | +$1.25K | ﹤0.01% | 711 |
|
|
2022
Q2 | $1K | Sell |
3
-8
| -73% | -$2.67K | ﹤0.01% | 1083 |
|
|
2022
Q1 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 600 |
|