TFO Wealth Partners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$291 | – | 615 |
|
|
2024
Q1 | $291 | Hold |
1
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $310 | Hold |
1
| – | – | ﹤0.01% | 508 |
|
|
2023
Q3 | $329 | Hold |
1
| – | – | ﹤0.01% | 616 |
|
|
2023
Q2 | $329 | Hold |
1
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $293 | Sell |
1
-49
| -98% | -$14.4K | ﹤0.01% | 381 |
|
|
2022
Q4 | $1.42K | Buy |
+50
| New | +$1.42K | ﹤0.01% | 302 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 418 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 456 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$5K | – | 149 |
|
|
2020
Q3 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 107 |
|