Meridian Wealth Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,013
| Closed | -$224K | – | 183 |
|
|
2020
Q3 | $224K | Sell |
1,013
-372
| -27% | -$82.3K | 0.1% | 148 |
|
|
2020
Q2 | $295K | Sell |
1,385
-58
| -4% | -$12.4K | 0.14% | 122 |
|
|
2020
Q1 | $218K | Sell |
1,443
-387
| -21% | -$58.5K | 0.12% | 128 |
|
|
2019
Q4 | $371K | Buy |
1,830
+11
| +0.6% | +$2.23K | 0.15% | 109 |
|
|
2019
Q3 | $300K | Buy |
+1,819
| New | +$300K | 0.13% | 122 |
|