Mission 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
Sell
-916
Closed -$257K 510
2022
Q1
$257K Sell
916
-3
-0.3% -$842 0.01% 436
2021
Q4
$321K Buy
919
+19
+2% +$6.64K 0.01% 397
2021
Q3
$265K Buy
+900
New +$265K 0.01% 419