Sowell Financial Services’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-186
| Closed | -$50K | – | 2263 |
|
2021
Q1 | $50K | Sell |
186
-10
| -5% | -$2.69K | ﹤0.01% | 1660 |
|
2020
Q4 | $49K | Buy |
196
+38
| +24% | +$9.5K | ﹤0.01% | 1414 |
|
2020
Q3 | $35K | Buy |
158
+3
| +2% | +$665 | ﹤0.01% | 1337 |
|
2020
Q2 | $33K | Buy |
155
+135
| +675% | +$28.7K | ﹤0.01% | 1305 |
|
2020
Q1 | $3K | Sell |
20
-15
| -43% | -$2.25K | ﹤0.01% | 2013 |
|
2019
Q4 | $7K | Sell |
35
-23
| -40% | -$4.6K | ﹤0.01% | 1805 |
|
2019
Q3 | $10K | Buy |
+58
| New | +$10K | ﹤0.01% | 1534 |
|