Omnia Family Wealth’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-19
| Closed | -$3K | – | 431 |
|
|
2019
Q1 | $3K | Buy |
19
+9
| +90% | +$1.42K | ﹤0.01% | 411 |
|
|
2018
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 437 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 476 |
|
|
2018
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 457 |
|
|
2018
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 471 |
|
|
2017
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 486 |
|
|
2017
Q3 | $2K | Sell |
10
-20
| -67% | -$4K | ﹤0.01% | 499 |
|
|
2017
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 413 |
|
|
2017
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 400 |
|
|
2016
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 462 |
|