Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-157
| Closed | -$31K | – | 817 |
|
|
2022
Q2 | $31K | Buy |
+157
| New | +$31K | 0.02% | 490 |
|
|
2022
Q1 | – | Sell |
-157
| Closed | -$55K | – | 754 |
|
|
2021
Q4 | $55K | Sell |
157
-14
| -8% | -$4.9K | 0.03% | 385 |
|
|
2021
Q3 | $50K | Buy |
+171
| New | +$50K | 0.02% | 405 |
|
|
2021
Q2 | – | Sell |
-171
| Closed | -$45K | – | 624 |
|
|
2021
Q1 | $45K | Buy |
+171
| New | +$45K | 0.03% | 356 |
|
|
2020
Q1 | – | Sell |
-191
| Closed | -$39K | – | 501 |
|
|
2019
Q4 | $39K | Buy |
+191
| New | +$39K | 0.03% | 303 |
|