LPWM
Lake Point Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $73K | Hold |
366
| – | – | 0.04% | 50 |
|
|
2022
Q1 | $102K | Hold |
366
| – | – | 0.05% | 38 |
|
|
2021
Q4 | $128K | Hold |
366
| – | – | 0.06% | 39 |
|
|
2021
Q3 | $108K | Hold |
366
| – | – | 0.05% | 38 |
|
|
2021
Q2 | $105K | Buy |
+366
| New | +$105K | 0.05% | 41 |
|
|
2020
Q1 | $55K | Sell |
366
-49
| -12% | -$7.36K | 0.05% | 41 |
|
|
2019
Q4 | $84K | Buy |
+415
| New | +$84K | 0.03% | 86 |
|
|
2019
Q2 | $88K | Hold |
540
| – | – | 0.03% | 93 |
|
|
2019
Q1 | $88K | Hold |
540
| – | – | 0.03% | 93 |
|
|
2018
Q4 | $81K | Buy |
+540
| New | +$81K | 0.03% | 224 |
|