JWM
Jupiter Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$467K | – | 97 |
|
|
2021
Q3 | $467K | Hold |
1,400
| – | – | 0.22% | 67 |
|
|
2021
Q2 | $440K | Hold |
1,400
| – | – | 0.21% | 67 |
|
|
2021
Q1 | $374K | Hold |
1,400
| – | – | 0.19% | 66 |
|
|
2020
Q4 | $351K | Hold |
1,400
| – | – | 0.22% | 57 |
|
|
2020
Q3 | $309K | Hold |
1,400
| – | – | 0.22% | 53 |
|
|
2020
Q2 | $311K | Hold |
1,400
| – | – | 0.16% | 61 |
|
|
2020
Q1 | $256K | Sell |
1,400
-24,226
| -95% | -$4.43M | 0.15% | 63 |
|
|
2019
Q4 | $5.2M | Sell |
25,626
-197
| -0.8% | -$40K | 2.51% | 16 |
|
|
2019
Q3 | $4.26M | Sell |
25,823
-310
| -1% | -$51.1K | 2.27% | 17 |
|
|
2019
Q2 | $4.18M | Sell |
26,133
-31
| -0.1% | -$4.96K | 2.07% | 21 |
|
|
2019
Q1 | $4.97M | Buy |
+26,164
| New | +$4.97M | 2.39% | 19 |
|