Mosaic Family Wealth’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $272K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $55K | Sell |
|
|||||
|
2018
Q4 | $49K | Hold |
|
|||||
|
2018
Q3 | $54K | Sell |
|
|||||
|
2018
Q2 | $78K | Buy |
|
|||||
|
2018
Q1 | $79K | Buy |
|
|||||
|
2017
Q4 | $78K | Buy |
|
|||||
|
2017
Q3 | $6K | Hold |
|
|||||
|
2017
Q2 | $5K | Sell |
|
|||||
|
2017
Q1 | $5K | Sell |
|
|||||
|
2016
Q4 | $5K | Hold |
|
|||||
|
2016
Q3 | $5K | Hold |
|
|||||
|
2016
Q2 | $5K | Hold |
|
|||||
|
2016
Q1 | $4K | Hold |
|
|||||
|
2015
Q4 | $3K | Buy |
|