SBSB
Sullivan, Bruyette, Speros & Blaney’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $183K | Sell |
689
-2
| -0.3% | -$531 | 0.01% | 320 |
|
|
2020
Q4 | $173K | Sell |
691
-130
| -16% | -$32.5K | 0.01% | 306 |
|
|
2020
Q3 | $181K | Sell |
821
-136
| -14% | -$30K | 0.01% | 265 |
|
|
2020
Q2 | $204K | Hold |
957
| – | – | 0.01% | 235 |
|
|
2020
Q1 | $144K | Hold |
957
| – | – | 0.01% | 248 |
|
|
2019
Q4 | $194K | Hold |
957
| – | – | 0.01% | 250 |
|
|
2019
Q3 | $158K | Buy |
+957
| New | +$158K | 0.01% | 274 |
|