Financial Architects (New Jersey)’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-649
| Closed | -$226K | – | 358 |
|
|
2021
Q4 | $226K | Buy |
+649
| New | +$226K | 0.03% | 311 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | -$1K | – | 653 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 828 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 823 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 883 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 950 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1166 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1236 |
|
|
2018
Q2 | $1K | Sell |
7
-129
| -95% | -$18.4K | ﹤0.01% | 1276 |
|
|
2018
Q1 | $24K | Hold |
136
| – | – | ﹤0.01% | 730 |
|
|
2017
Q4 | $27K | Sell |
136
-35
| -20% | -$6.95K | ﹤0.01% | 779 |
|
|
2017
Q3 | $30K | Hold |
171
| – | – | 0.01% | 764 |
|
|
2017
Q2 | $28K | Buy |
171
+22
| +15% | +$3.6K | 0.01% | 769 |
|
|
2017
Q1 | $23K | Buy |
+149
| New | +$23K | ﹤0.01% | 806 |
|