Schneider Downs Wealth Management Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-887
| Closed | -$248K | – | 151 |
|
|
2022
Q1 | $248K | Hold |
887
| – | – | 0.06% | 125 |
|
|
2021
Q4 | $309K | Sell |
887
-10
| -1% | -$3.48K | 0.07% | 115 |
|
|
2021
Q3 | $264K | Sell |
897
-4
| -0.4% | -$1.18K | 0.07% | 118 |
|
|
2021
Q2 | $258K | Buy |
901
+5
| +0.6% | +$1.43K | 0.07% | 116 |
|
|
2021
Q1 | $238K | Buy |
+896
| New | +$238K | 0.06% | 121 |
|