Institutional & Family Asset Management’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 | $826 | Buy |
+3
| New | +$826 | ﹤0.01% | 660 |
|
|
2022
Q1 | – | Sell |
-35
| Closed | -$12K | – | 824 |
|
|
2021
Q4 | $12K | Hold |
35
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $10K | Hold |
35
| – | – | ﹤0.01% | 548 |
|
|
2021
Q2 | $10K | Hold |
35
| – | – | ﹤0.01% | 594 |
|
|
2021
Q1 | $9K | Hold |
35
| – | – | ﹤0.01% | 589 |
|
|
2020
Q4 | $9K | Hold |
35
| – | – | ﹤0.01% | 555 |
|
|
2020
Q3 | $8K | Hold |
35
| – | – | ﹤0.01% | 522 |
|
|
2020
Q2 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 537 |
|
|
2019
Q1 | – | Sell |
-279
| Closed | -$42K | – | 869 |
|
|
2018
Q4 | $42K | Hold |
279
| – | – | 0.01% | 339 |
|
|
2018
Q3 | $52K | Hold |
279
| – | – | 0.01% | 348 |
|
|
2018
Q2 | $46K | Buy |
+279
| New | +$46K | 0.01% | 353 |
|