Gupta Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.41M | Buy |
12,386
+3,352
| +37% | +$381K | 0.33% | 73 |
|
|
2015
Q4 | $927K | Buy |
9,034
+1,402
| +18% | +$144K | 0.24% | 93 |
|
|
2015
Q3 | $774K | Buy |
7,632
+2,517
| +49% | +$255K | 0.19% | 108 |
|
|
2015
Q2 | $638K | Buy |
5,115
+2,366
| +86% | +$295K | 0.16% | 122 |
|
|
2015
Q1 | $319K | Buy |
+2,749
| New | +$319K | 0.09% | 168 |
|