Lourd Capital’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,526
| Closed | -$230K | – | 258 |
|
|
2018
Q4 | $230K | Sell |
1,526
-33
| -2% | -$4.97K | 0.02% | 250 |
|
|
2018
Q3 | $292K | Buy |
+1,559
| New | +$292K | 0.02% | 217 |
|
|
2018
Q1 | – | Sell |
-1,654
| Closed | -$325K | – | 290 |
|
|
2017
Q4 | $325K | Buy |
+1,654
| New | +$325K | 0.02% | 216 |
|