HCC
Hirtle Callaghan & Co’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,011
| Closed | -$1.03M | – | 101 |
|
|
2022
Q4 | $1.03M | Buy |
+4,011
| New | +$1.03M | 0.06% | 70 |
|
|
2022
Q3 | – | Sell |
-2,616
| Closed | -$521K | – | 131 |
|
|
2022
Q2 | $521K | Sell |
2,616
-2,932
| -53% | -$584K | 0.03% | 79 |
|
|
2022
Q1 | $1.55M | Buy |
5,548
+3,310
| +148% | +$927K | 0.08% | 52 |
|
|
2021
Q4 | $781K | Buy |
+2,238
| New | +$781K | 0.04% | 55 |
|