Newfound Research’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-262
Closed -$52K 137
2022
Q2
$52K Sell
262
-153
-37% -$30.4K 0.11% 118
2022
Q1
$116K Buy
415
+38
+10% +$10.6K 0.15% 88
2021
Q4
$132K Buy
377
+186
+97% +$65.1K 0.16% 68
2021
Q3
$56K Buy
+191
New +$56K 0.09% 119