MorganRosel 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
2021
Q1
Sell
-2,537
Closed -$636K 88
2020
Q4
$636K Buy
2,537
+52
+2% +$13K 0.45% 44
2020
Q3
$548K Buy
2,485
+79
+3% +$17.4K 0.44% 46
2020
Q2
$512K Buy
+2,406
New +$512K 0.47% 45