First Trust Direct Indexing’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.03M | Buy |
|
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $939K | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $974K | Buy |
|
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $548K | Sell |
|
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|
2022
Q2 | $524K | Buy |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $690K | Buy |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $427K | Buy |
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