IWA
IBEX Wealth Advisors’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-19,835
| Closed | -$3.73M | – | 98 |
|
|
2018
Q3 | $3.73M | Buy |
19,835
+291
| +1% | +$54.7K | 1.33% | 30 |
|
|
2018
Q2 | $3.3M | Hold |
19,544
| – | – | 1.32% | 33 |
|
|
2018
Q1 | $3.3M | Sell |
19,544
-15
| -0.1% | -$2.53K | 1.34% | 32 |
|
|
2017
Q4 | $3.95M | Sell |
19,559
-59
| -0.3% | -$11.9K | 1.75% | 23 |
|
|
2017
Q3 | $3.6M | Sell |
19,618
-15
| -0.1% | -$2.75K | 1.33% | 28 |
|
|
2017
Q2 | $3.23M | Buy |
+19,633
| New | +$3.23M | 1.27% | 29 |
|