InceptionR’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,570
| Closed | -$1.04M | – | 817 |
|
|
2024
Q1 | $1.04M | Buy |
3,570
+1,945
| +120% | +$567K | 0.27% | 135 |
|
|
2023
Q4 | $505K | Buy |
+1,625
| New | +$505K | 0.36% | 100 |
|
|
2023
Q3 | – | Sell |
-627
| Closed | -$207K | – | 547 |
|
|
2023
Q2 | $207K | Buy |
+627
| New | +$207K | 0.11% | 371 |
|