GoalVest Advisory’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$2K	–	533
2024 Q4	$2K	Buy	+7	New	+$2K	﹤0.01%	343
2022 Q2	–	Sell	-2	Closed	-$1K	–	503
2022 Q1	$1K	Buy	+2	New	+$1K	﹤0.01%	357