Northwest Financial Advisors’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-353
Closed -$94.8K 440
2024
Q3
$94.8K Buy
+353
New +$94.8K 0.08% 161
2024
Q1
Sell
-386
Closed -$120K 424
2023
Q4
$120K Buy
+386
New +$120K 0.1% 126