Triton 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
Q4 | – | Sell |
-1,402
| Closed | -$323K | – | 85 |
|
|
2022
Q3 | $323K | Sell |
1,402
-241
| -15% | -$55.5K | 0.19% | 51 |
|
|
2022
Q2 | $410K | Hold |
1,643
| – | – | 0.29% | 46 |
|
|
2022
Q1 | $475K | Hold |
1,643
| – | – | 0.25% | 54 |
|
|
2021
Q4 | $475K | Hold |
1,643
| – | – | 0.25% | 54 |
|
|
2021
Q3 | $518K | Hold |
1,643
| – | – | 0.25% | 58 |
|
|
2021
Q2 | $521K | Buy |
+1,643
| New | +$521K | 0.3% | 59 |
|