Integrated Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-291
| Closed | -$36K | – | 835 |
|
|
2016
Q3 | $36K | Buy |
291
+283
| +3,538% | +$35K | 0.01% | 480 |
|
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1200 |
|
|
2016
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1116 |
|
|
2015
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1216 |
|
|
2015
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1265 |
|
|
2015
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1347 |
|