Kiwi Wealth Investments Limited Partnership’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,215
| Closed | -$3.36M | – | 283 |
|
|
2020
Q3 | $3.36M | Buy |
+15,215
| New | +$3.36M | 0.23% | 118 |
|
|
2017
Q4 | – | Sell |
-19,468
| Closed | -$3.47M | – | 170 |
|
|
2017
Q3 | $3.47M | Buy |
19,468
+3,774
| +24% | +$672K | 0.42% | 65 |
|
|
2017
Q2 | $2.54M | Sell |
15,694
-2,831
| -15% | -$459K | 0.23% | 73 |
|
|
2017
Q1 | $2.89M | Buy |
+18,525
| New | +$2.89M | 0.24% | 73 |
|