Milestone Investment Advisors’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-996	Closed	-$285K	–	375
2023 Q3	$285K	Buy	+996	New	+$285K	0.08%	85
2023 Q2	–	Sell	-996	Closed	-$292K	–	373
2023 Q1	$292K	Buy	+996	New	+$292K	0.09%	80