Sargent Bickham Lagudis’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $16.2K | Hold |
63
| – | – | ﹤0.01% | 646 |
|
2022
Q3 | $14K | Sell |
63
-9
| -13% | -$2K | ﹤0.01% | 641 |
|
2022
Q2 | $14K | Buy |
72
+9
| +14% | +$1.75K | ﹤0.01% | 650 |
|
2022
Q1 | $18K | Hold |
63
| – | – | ﹤0.01% | 627 |
|
2021
Q4 | $22K | Hold |
63
| – | – | ﹤0.01% | 586 |
|
2021
Q3 | $19K | Buy |
+63
| New | +$19K | ﹤0.01% | 614 |
|
2020
Q1 | – | Sell |
-39
| Closed | -$8K | – | 890 |
|
2019
Q4 | $8K | Buy |
+39
| New | +$8K | ﹤0.01% | 641 |
|
2016
Q3 | – | Sell |
-250
| Closed | -$11K | – | 772 |
|
2016
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 536 |
|
2016
Q1 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 560 |
|