Minot Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $515K | Sell |
2,583
-6,749
| -72% | -$1.35M | 0.13% | 112 |
|
|
2022
Q1 | $2.61M | Sell |
9,332
-404
| -4% | -$113K | 0.56% | 47 |
|
|
2021
Q4 | $3.4M | Hold |
9,736
| – | – | 0.65% | 47 |
|
|
2021
Q3 | $2.86M | Sell |
9,736
-3
| -0% | -$882 | 0.62% | 46 |
|
|
2021
Q2 | $2.84M | Sell |
9,739
-214
| -2% | -$62.4K | 0.62% | 48 |
|
|
2021
Q1 | $2.64M | Buy |
9,953
+314
| +3% | +$83.4K | 0.67% | 47 |
|
|
2020
Q4 | $2.42M | Buy |
9,639
+1,475
| +18% | +$370K | 0.72% | 49 |
|
|
2020
Q3 | $1.8M | Buy |
8,164
+1,848
| +29% | +$408K | 0.68% | 54 |
|
|
2020
Q2 | $1.35M | Buy |
6,316
+2,685
| +74% | +$572K | 0.67% | 53 |
|
|
2020
Q1 | $548K | Sell |
3,631
-7,859
| -68% | -$1.19M | 0.39% | 68 |
|
|
2019
Q4 | $2.29M | Buy |
+11,490
| New | +$2.29M | 1.04% | 31 |
|