Lenox Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-25
| Closed | -$4K | – | 724 |
|
|
2019
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 541 |
|
|
2019
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 544 |
|
|
2018
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 499 |
|
|
2018
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 506 |
|
|
2018
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 455 |
|
|
2017
Q4 | – | Sell |
-160
| Closed | -$28K | – | 508 |
|
|
2017
Q3 | $28K | Sell |
160
-115
| -42% | -$20.1K | 0.01% | 281 |
|
|
2017
Q2 | $45K | Buy |
+275
| New | +$45K | 0.02% | 214 |
|