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Strategic Planning Group’s Rockwell Automation ROK Stock Holding History

Strategic Planning Group’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,989
Closed -$579K – 102
2024
Q1 		$579K Buy
1,989
+207
+12% +$60.3K 0.14% 108
2023
Q4 		$553K Buy
+1,782
New +$553K 0.18% 95