LWP
Lumature Wealth Partners’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $32.9K | Hold |
100
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $29.3K | Hold |
100
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $25.8K | Hold |
100
| – | – | 0.01% | 256 |
|
|
2022
Q3 | $22K | Hold |
100
| – | – | 0.01% | 280 |
|
|
2022
Q2 | $20K | Hold |
100
| – | – | 0.01% | 287 |
|
|
2022
Q1 | $28K | Hold |
100
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $35K | Hold |
100
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $29K | Hold |
100
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $29K | Hold |
100
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $27K | Buy |
+100
| New | +$27K | 0.01% | 252 |
|