Semus Wealth Partners’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,349
Closed -$393K 130
2024
Q1
$393K Sell
1,349
-8
-0.6% -$2.33K 0.33% 73
2023
Q4
$421K Buy
+1,357
New +$421K 0.35% 65