Parisi Gray Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-49
| Closed | -$14K | – | 453 |
|
|
2021
Q2 | $14K | Buy |
+49
| New | +$14K | 0.01% | 410 |
|
|
2019
Q2 | – | Sell |
-48
| Closed | -$8K | – | 368 |
|
|
2019
Q1 | $8K | Sell |
48
-34
| -41% | -$5.67K | 0.01% | 399 |
|
|
2018
Q4 | $12K | Hold |
82
| – | – | 0.01% | 366 |
|
|
2018
Q3 | $16K | Hold |
82
| – | – | 0.01% | 357 |
|
|
2018
Q2 | $14K | Hold |
82
| – | – | 0.01% | 379 |
|
|
2018
Q1 | $14K | Hold |
82
| – | – | 0.01% | 382 |
|
|
2017
Q4 | $16K | Buy |
+82
| New | +$16K | 0.01% | 381 |
|