TVWM
Tower View Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-199
| Closed | -$30K | – | 147 |
|
|
2018
Q4 | $30K | Sell |
199
-7,603
| -97% | -$1.15M | 0.03% | 87 |
|
|
2018
Q3 | $1.46M | Buy |
7,802
+33
| +0.4% | +$6.19K | 1.28% | 38 |
|
|
2018
Q2 | $1.29M | Buy |
7,769
+231
| +3% | +$38.4K | 1.22% | 43 |
|
|
2018
Q1 | $1.31M | Buy |
7,538
+1,408
| +23% | +$245K | 1.31% | 39 |
|
|
2017
Q4 | $1.2M | Buy |
+6,130
| New | +$1.2M | 1.11% | 44 |
|