SA
SRN Advisors’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,045
| Closed | -$817K | – | 123 |
|
|
2024
Q3 | $817K | Sell |
3,045
-133
| -4% | -$35.7K | 0.72% | 73 |
|
|
2024
Q2 | $875K | Hold |
3,178
| – | – | 0.73% | 73 |
|
|
2024
Q1 | $926K | Buy |
3,178
+144
| +5% | +$42K | 0.72% | 78 |
|
|
2023
Q4 | $942K | Buy |
+3,034
| New | +$942K | 0.85% | 52 |
|