Milestone Advisory Partners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $314K | Hold |
1,100
| – | – | 0.26% | 53 |
|
|
2023
Q2 | $362K | Hold |
1,100
| – | – | 0.33% | 42 |
|
|
2023
Q1 | $323K | Hold |
1,100
| – | – | 0.3% | 49 |
|
|
2022
Q4 | $283K | Hold |
1,100
| – | – | 0.21% | 57 |
|
|
2022
Q3 | $237K | Hold |
1,100
| – | – | 0.18% | 61 |
|
|
2022
Q2 | $219K | Hold |
1,100
| – | – | 0.18% | 66 |
|
|
2022
Q1 | $308K | Buy |
+1,100
| New | +$308K | 0.17% | 64 |
|