High Net Worth Advisory Group’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-217
| Closed | -$55.9K | – | 496 |
|
|
2022
Q4 | $55.9K | Buy |
217
+1
| +0.5% | +$258 | 0.02% | 312 |
|
|
2022
Q3 | $47K | Buy |
216
+1
| +0.5% | +$218 | 0.02% | 339 |
|
|
2022
Q2 | $43K | Sell |
215
-162
| -43% | -$32.4K | 0.02% | 346 |
|
|
2022
Q1 | $106K | Buy |
377
+164
| +77% | +$46.1K | 0.04% | 243 |
|
|
2021
Q4 | $74K | Buy |
+213
| New | +$74K | 0.03% | 297 |
|