SWM
Strategic Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.32M | Buy |
3,792
+295
| +8% | +$103K | 0.65% | 50 |
|
|
2021
Q3 | $1.03M | Sell |
3,497
-809
| -19% | -$238K | 0.53% | 50 |
|
|
2021
Q2 | $1.23M | Sell |
4,306
-2,542
| -37% | -$727K | 0.66% | 48 |
|
|
2021
Q1 | $1.82M | Buy |
6,848
+3,350
| +96% | +$889K | 1.09% | 33 |
|
|
2020
Q4 | $877K | Hold |
3,498
| – | – | 0.54% | 47 |
|
|
2020
Q3 | $772K | Sell |
3,498
-2
| -0.1% | -$441 | 0.58% | 45 |
|
|
2020
Q2 | $746K | Buy |
+3,500
| New | +$746K | 0.69% | 32 |
|