SWM
Selective Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-886
| Closed | -$191K | – | 596 |
|
|
2022
Q3 | $191K | Sell |
886
-1,086
| -55% | -$234K | 0.08% | 133 |
|
|
2022
Q2 | $393K | Hold |
1,972
| – | – | 0.14% | 89 |
|
|
2022
Q1 | $552K | Sell |
1,972
-215
| -10% | -$60.2K | 0.2% | 61 |
|
|
2021
Q4 | $763K | Hold |
2,187
| – | – | 0.31% | 42 |
|
|
2021
Q3 | $643K | Buy |
2,187
+315
| +17% | +$92.6K | 0.34% | 39 |
|
|
2021
Q2 | $535K | Hold |
1,872
| – | – | 0.43% | 31 |
|
|
2021
Q1 | $497K | Hold |
1,872
| – | – | 0.45% | 29 |
|
|
2020
Q4 | $470K | Hold |
1,872
| – | – | 0.3% | 32 |
|
|
2020
Q3 | $413K | Hold |
1,872
| – | – | 0.32% | 31 |
|
|
2020
Q2 | $399K | Buy |
+1,872
| New | +$399K | 0.33% | 31 |
|