LB
Legacy Bridge’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,156
| Closed | -$902K | – | 301 |
|
|
2023
Q3 | $902K | Buy |
3,156
+75
| +2% | +$21.4K | 0.64% | 68 |
|
|
2023
Q2 | $1.02M | Buy |
3,081
+40
| +1% | +$13.2K | 0.68% | 65 |
|
|
2023
Q1 | $892K | Buy |
3,041
+50
| +2% | +$14.7K | 0.62% | 72 |
|
|
2022
Q4 | $770K | Sell |
2,991
-1,743
| -37% | -$449K | 0.55% | 75 |
|
|
2022
Q3 | $1.02M | Hold |
4,734
| – | – | 0.81% | 55 |
|
|
2022
Q2 | $944K | Hold |
4,734
| – | – | 0.7% | 62 |
|
|
2022
Q1 | $1.33M | Sell |
4,734
-90
| -2% | -$25.2K | 0.77% | 50 |
|
|
2021
Q4 | $1.68M | Buy |
4,824
+10
| +0.2% | +$3.49K | 0.88% | 34 |
|
|
2021
Q3 | $1.42M | Buy |
+4,814
| New | +$1.42M | 0.82% | 37 |
|