TrinityPoint Wealth’s Rockwell Automation ROK Stock Holding History

TrinityPoint Wealth’s Portfolio ROK Stock Details ROK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$242K	Sell
2024 Q2	$260K	Sell
2024 Q1	$284K	Buy
2023 Q4	$298K	Buy
2023 Q3	$247K	Buy
2023 Q2	$261K	Buy
2022 Q2	–	Sell
2022 Q1	$208K	Buy
2021 Q4	$252K	Buy
2021 Q3	$201K	Buy