LWP
Legacy Wealth Partners’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $891K | Hold |
3,116
| – | – | 0.5% | 54 |
|
|
2021
Q1 | $827K | Sell |
3,116
-408
| -12% | -$108K | 0.48% | 50 |
|
|
2020
Q4 | $884K | Hold |
3,524
| – | – | 0.56% | 44 |
|
|
2020
Q3 | $778K | Hold |
3,524
| – | – | 0.55% | 39 |
|
|
2020
Q2 | $751K | Hold |
3,524
| – | – | 0.57% | 34 |
|
|
2020
Q1 | $532K | Hold |
3,524
| – | – | 0.5% | 37 |
|
|
2019
Q4 | $723K | Buy |
+3,524
| New | +$723K | 0.53% | 40 |
|