MLL
Moody Lynn & Lieberson’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-58,989
| Closed | -$11.1M | – | 211 |
|
|
2018
Q3 | $11.1M | Buy |
58,989
+34,888
| +145% | +$6.54M | 1.17% | 32 |
|
|
2018
Q2 | $4.01M | Sell |
24,101
-12,998
| -35% | -$2.16M | 0.47% | 56 |
|
|
2018
Q1 | $6.46M | Buy |
+37,099
| New | +$6.46M | 0.78% | 40 |
|