Mark Sheptoff Financial Planning’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-100
| Closed | -$20K | – | 394 |
|
|
2017
Q4 | $20K | Buy |
+100
| New | +$20K | 0.01% | 235 |
|
|
2016
Q1 | – | Sell |
-6
| Closed | -$1K | – | 396 |
|
|
2015
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 368 |
|
|
2015
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 384 |
|
|
2015
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 372 |
|
|
2014
Q3 | – | Sell |
-1,400
| Closed | -$175K | – | 349 |
|
|
2014
Q2 | $175K | Hold |
1,400
| – | – | 0.15% | 107 |
|
|
2014
Q1 | $174K | Buy |
+1,400
| New | +$174K | 0.15% | 105 |
|