NIA Impact Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
8,180
-250
| -3% | -$83K | 0.94% | 43 |
|
|
2025
Q1 | $2.18M | Sell |
8,430
-160
| -2% | -$41.3K | 0.81% | 46 |
|
|
2024
Q4 | $2.45M | Buy |
8,590
+60
| +0.7% | +$17.1K | 0.8% | 45 |
|
|
2024
Q3 | $2.29M | Sell |
8,530
-118
| -1% | -$31.7K | 0.76% | 43 |
|
|
2024
Q2 | $2.38M | Buy |
8,648
+300
| +4% | +$82.6K | 0.86% | 39 |
|
|
2024
Q1 | $2.43M | Buy |
+8,348
| New | +$2.43M | 0.97% | 37 |
|