Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $379K | Hold |
1,900
| – | – | 0.25% | 99 |
|
|
2022
Q1 | $532K | Hold |
1,900
| – | – | 0.3% | 92 |
|
|
2021
Q4 | $663K | Sell |
1,900
-100
| -5% | -$34.9K | 0.36% | 82 |
|
|
2021
Q3 | $588K | Hold |
2,000
| – | – | 0.36% | 86 |
|
|
2021
Q2 | $572K | Hold |
2,000
| – | – | 0.35% | 86 |
|
|
2021
Q1 | $531K | Hold |
2,000
| – | – | 0.35% | 84 |
|
|
2020
Q4 | $502K | Sell |
2,000
-100
| -5% | -$25.1K | 0.37% | 81 |
|
|
2020
Q3 | $463K | Hold |
2,100
| – | – | 0.39% | 74 |
|
|
2020
Q2 | $447K | Hold |
2,100
| – | – | 0.42% | 72 |
|
|
2020
Q1 | $317K | Hold |
2,100
| – | – | 0.37% | 74 |
|
|
2019
Q4 | $426K | Buy |
+2,100
| New | +$426K | 0.37% | 78 |
|