Lenox Wealth Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20K | Buy |
74
+8
| +12% | +$2.16K | ﹤0.01% | 381 |
|
|
2021
Q4 | $23K | Buy |
66
+6
| +10% | +$2.09K | ﹤0.01% | 372 |
|
|
2021
Q3 | $18K | Hold |
60
| – | – | ﹤0.01% | 380 |
|
|
2021
Q2 | $17K | Hold |
60
| – | – | ﹤0.01% | 394 |
|
|
2021
Q1 | $16K | Hold |
60
| – | – | ﹤0.01% | 347 |
|
|
2020
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 361 |
|
|
2020
Q3 | $13K | Hold |
60
| – | – | ﹤0.01% | 347 |
|
|
2020
Q2 | $13K | Sell |
60
-67
| -53% | -$14.5K | ﹤0.01% | 348 |
|
|
2020
Q1 | $19K | Buy |
127
+67
| +112% | +$10K | ﹤0.01% | 271 |
|
|
2019
Q4 | $12K | Hold |
60
| – | – | ﹤0.01% | 397 |
|
|
2019
Q3 | $10K | Hold |
60
| – | – | ﹤0.01% | 362 |
|
|
2019
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 283 |
|
|
2019
Q1 | $11K | Hold |
60
| – | – | ﹤0.01% | 266 |
|
|
2018
Q4 | $9K | Sell |
60
-26
| -30% | -$3.9K | ﹤0.01% | 262 |
|
|
2018
Q3 | $16K | Sell |
86
-96
| -53% | -$17.9K | ﹤0.01% | 225 |
|
|
2018
Q2 | $30K | Sell |
182
-3
| -2% | -$495 | 0.01% | 196 |
|
|
2018
Q1 | $32K | Buy |
185
+156
| +538% | +$27K | 0.01% | 212 |
|
|
2017
Q4 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 205 |
|