Sugarloaf Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22K | Hold |
77
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $20.6K | Buy |
77
+1
| +1% | +$267 | ﹤0.01% | 411 |
|
|
2024
Q2 | $21.1K | Hold |
76
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $22.2K | Hold |
76
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $23.7K | Hold |
76
| – | – | 0.01% | 375 |
|
|
2023
Q3 | $21.7K | Hold |
76
| – | – | 0.01% | 375 |
|
|
2023
Q2 | $25K | Buy |
76
+1
| +1% | +$329 | 0.01% | 365 |
|
|
2023
Q1 | $22.2K | Sell |
75
-1
| -1% | -$296 | 0.01% | 381 |
|
|
2022
Q4 | $19.5K | Hold |
76
| – | – | ﹤0.01% | 410 |
|
|
2022
Q3 | $17K | Hold |
76
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $15K | Buy |
76
+1
| +1% | +$197 | ﹤0.01% | 451 |
|
|
2022
Q1 | $21K | Sell |
75
-1
| -1% | -$280 | 0.01% | 396 |
|
|
2021
Q4 | $26K | Buy |
76
+1
| +1% | +$342 | 0.01% | 388 |
|
|
2021
Q3 | $22K | Hold |
75
| – | – | 0.01% | 405 |
|
|
2021
Q2 | $21K | Hold |
75
| – | – | 0.01% | 405 |
|
|
2021
Q1 | $20 | Hold |
75
| – | – | 0.01% | 405 |
|
|
2020
Q4 | $19K | Buy |
75
+1
| +1% | +$253 | 0.01% | 392 |
|
|
2020
Q3 | $16K | Hold |
74
| – | – | 0.01% | 391 |
|
|
2020
Q2 | $16K | Hold |
74
| – | – | 0.01% | 387 |
|
|
2020
Q1 | $11K | Hold |
74
| – | – | ﹤0.01% | 420 |
|
|
2019
Q4 | $15K | Buy |
+74
| New | +$15K | 0.01% | 416 |
|