Evergreen Private Wealth’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-55
Closed -$17.1K 225
2023
Q4
$17.1K Buy
+55
New +$17.1K 0.01% 157