Lyons Wealth Management’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$737K Buy
2017
Q4
$811K Buy
2017
Q1
Sell
2016
Q4
$874K Sell
2016
Q3
$878K Sell
2016
Q2
$855K Sell
2016
Q1
$944K Sell
2015
Q4
$865K Buy
2015
Q3
$730K Sell
2015
Q2
$1.06M Sell
2015
Q1
$1.1M Buy
2014
Q4
$1.01M Buy
2014
Q3
Sell
2014
Q2
$932K Buy
2014
Q1
Sell
2013
Q4
$568K Buy
2013
Q3
Sell
2013
Q2
$260K Buy