Lucia Wealth Services’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$8K Hold
36
﹤0.01% 175
2020
Q2
$8K Hold
36
﹤0.01% 173
2020
Q1
$5K Hold
36
﹤0.01% 186
2019
Q4
$7K Hold
36
﹤0.01% 179
2019
Q3
$6K Hold
36
﹤0.01% 161
2019
Q2
$6K Hold
36
﹤0.01% 168
2019
Q1
$6K Hold
36
﹤0.01% 183
2018
Q4
$5K Hold
36
﹤0.01% 168
2018
Q3
$7K Hold
36
﹤0.01% 209
2018
Q2
$6K Hold
36
﹤0.01% 195
2018
Q1
$6K Buy
+36
New +$6K ﹤0.01% 190