Resurgent 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
Q1 | – | Sell |
-264
| Closed | -$82K | – | 410 |
|
|
2023
Q4 | $82K | Sell |
264
-3
| -1% | -$931 | 0.05% | 267 |
|
|
2023
Q3 | $76.3K | Buy |
267
+3
| +1% | +$858 | 0.05% | 262 |
|
|
2023
Q2 | $87K | Sell |
264
-1
| -0.4% | -$329 | 0.06% | 250 |
|
|
2023
Q1 | $77.8K | Sell |
265
-363
| -58% | -$107K | 0.05% | 260 |
|
|
2022
Q4 | $162K | Buy |
+628
| New | +$162K | 0.09% | 228 |
|