IPW
IronBridge Private Wealth’s Rockwell Automation ROK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-107
| Closed | -$37K | – | 240 |
|
2021
Q4 | $37K | Hold |
107
| – | – | 0.02% | 85 |
|
2021
Q3 | $31K | Hold |
107
| – | – | 0.02% | 71 |
|
2021
Q2 | $31K | Hold |
107
| – | – | 0.02% | 79 |
|
2021
Q1 | $28K | Hold |
107
| – | – | 0.02% | 85 |
|
2020
Q4 | $27K | Buy |
+107
| New | +$27K | 0.02% | 77 |
|