Traverso Chambers Private Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $377K | Hold |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $400K | Hold |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $423K | Hold |
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|
2021
Q3 | $357K | Hold |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $213K | Buy |
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