Joel Isaacson & Co’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Hold |
0
| – | – | – | 772 |
|
|
2015
Q2 | – | Sell |
-920
| Closed | -$107K | – | 781 |
|
|
2015
Q1 | $107K | Hold |
920
| – | – | 0.03% | 248 |
|
|
2014
Q4 | $102K | Hold |
920
| – | – | 0.03% | 228 |
|
|
2014
Q3 | $101K | Hold |
920
| – | – | 0.03% | 208 |
|
|
2014
Q2 | $115K | Hold |
920
| – | – | 0.04% | 188 |
|
|
2014
Q1 | $115K | Hold |
920
| – | – | 0.04% | 185 |
|
|
2013
Q4 | $109K | Hold |
920
| – | – | 0.04% | 181 |
|
|
2013
Q3 | $98K | Hold |
920
| – | – | 0.04% | 175 |
|
|
2013
Q2 | $76K | Buy |
+920
| New | +$76K | 0.04% | 179 |
|