MinichMacGregor Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-106
| Closed | -$27.3K | – | 520 |
|
|
2022
Q4 | $27.3K | Buy |
+106
| New | +$27.3K | 0.01% | 250 |
|
|
2018
Q4 | – | Sell |
-131
| Closed | -$24K | – | 418 |
|
|
2018
Q3 | $24K | Hold |
131
| – | – | 0.02% | 200 |
|
|
2018
Q2 | $21K | Hold |
131
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $22K | Sell |
131
-4
| -3% | -$672 | 0.02% | 202 |
|
|
2017
Q4 | $26K | Hold |
135
| – | – | 0.02% | 173 |
|
|
2017
Q3 | $24K | Sell |
135
-4
| -3% | -$711 | 0.02% | 177 |
|
|
2017
Q2 | $22K | Sell |
139
-8
| -5% | -$1.27K | 0.02% | 178 |
|
|
2017
Q1 | $22K | Sell |
147
-26
| -15% | -$3.89K | 0.02% | 174 |
|
|
2016
Q4 | $23K | Sell |
173
-19
| -10% | -$2.53K | 0.02% | 163 |
|
|
2016
Q3 | $23K | Buy |
192
+1
| +0.5% | +$120 | 0.02% | 171 |
|
|
2016
Q2 | $21K | Buy |
191
+13
| +7% | +$1.43K | 0.02% | 174 |
|
|
2016
Q1 | $20K | Buy |
178
+54
| +44% | +$6.07K | 0.02% | 175 |
|
|
2015
Q4 | $15K | Buy |
+124
| New | +$15K | 0.01% | 189 |
|