Graves Light Lenhart Wealth’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-183
| Closed | -$36K | – | 503 |
|
|
2022
Q2 | $36K | Sell |
183
-4
| -2% | -$787 | 0.01% | 341 |
|
|
2022
Q1 | $52K | Hold |
187
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $65K | Hold |
187
| – | – | 0.01% | 366 |
|
|
2021
Q3 | $55K | Hold |
187
| – | – | 0.01% | 359 |
|
|
2021
Q2 | $53K | Hold |
187
| – | – | 0.01% | 367 |
|
|
2021
Q1 | $50K | Buy |
187
+4
| +2% | +$1.07K | 0.01% | 387 |
|
|
2020
Q4 | $46K | Buy |
+183
| New | +$46K | 0.01% | 384 |
|