SWA
Sutton Wealth Advisors’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14K | Buy |
49
+12
| +32% | +$3.43K | 0.01% | 414 |
|
|
2023
Q2 | $12.2K | Hold |
37
| – | – | 0.01% | 426 |
|
|
2023
Q1 | $10.9K | Sell |
37
-2
| -5% | -$587 | 0.01% | 406 |
|
|
2022
Q4 | $10K | Hold |
39
| – | – | ﹤0.01% | 943 |
|
|
2022
Q3 | $8.39K | Buy |
39
+1
| +3% | +$215 | ﹤0.01% | 948 |
|
|
2022
Q2 | $7.57K | Sell |
38
-5
| -12% | -$997 | ﹤0.01% | 980 |
|
|
2022
Q1 | $12K | Buy |
43
+8
| +23% | +$2.24K | ﹤0.01% | 888 |
|
|
2021
Q4 | $12.2K | Hold |
35
| – | – | ﹤0.01% | 872 |
|
|
2021
Q3 | $10.3K | Buy |
35
+1
| +3% | +$294 | ﹤0.01% | 897 |
|
|
2021
Q2 | $9.73K | Hold |
34
| – | – | ﹤0.01% | 920 |
|
|
2021
Q1 | $9.03K | Buy |
34
+1
| +3% | +$265 | ﹤0.01% | 911 |
|
|
2020
Q4 | $8.28K | Buy |
33
+3
| +10% | +$752 | ﹤0.01% | 866 |
|
|
2020
Q3 | $6.62K | Hold |
30
| – | – | ﹤0.01% | 844 |
|
|
2020
Q2 | $6.39K | Buy |
30
+3
| +11% | +$639 | ﹤0.01% | 811 |
|
|
2020
Q1 | $4.08K | Hold |
27
| – | – | ﹤0.01% | 886 |
|
|
2019
Q4 | $5.47K | Hold |
27
| – | – | ﹤0.01% | 935 |
|
|
2019
Q3 | $4.45K | Hold |
27
| – | – | ﹤0.01% | 961 |
|
|
2019
Q2 | $4.42K | Buy |
27
+21
| +350% | +$3.44K | ﹤0.01% | 953 |
|
|
2019
Q1 | $1.05K | Hold |
6
| – | – | ﹤0.01% | 1108 |
|
|
2018
Q4 | $903 | Sell |
6
-4
| -40% | -$602 | ﹤0.01% | 1048 |
|
|
2018
Q3 | $1.88K | Hold |
10
| – | – | ﹤0.01% | 1001 |
|
|
2018
Q2 | $1.66K | Buy |
10
+4
| +67% | +$665 | ﹤0.01% | 1027 |
|
|
2018
Q1 | $1.05K | Hold |
6
| – | – | ﹤0.01% | 1043 |
|
|
2017
Q4 | $1.18K | Hold |
6
| – | – | ﹤0.01% | 999 |
|
|
2017
Q3 | $1.07K | Hold |
6
| – | – | ﹤0.01% | 993 |
|
|
2017
Q2 | $972 | Hold |
6
| – | – | ﹤0.01% | 997 |
|
|
2017
Q1 | $934 | Hold |
6
| – | – | ﹤0.01% | 981 |
|
|
2016
Q4 | $806 | Hold |
6
| – | – | ﹤0.01% | 980 |
|
|
2016
Q3 | $734 | Hold |
6
| – | – | ﹤0.01% | 976 |
|
|
2016
Q2 | $689 | Hold |
6
| – | – | ﹤0.01% | 948 |
|
|
2016
Q1 | $683 | Buy |
+6
| New | +$683 | ﹤0.01% | 941 |
|