Univest Financial’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-748
| Closed | -$214K | – | 112 |
|
|
2021
Q2 | $214K | Buy |
+748
| New | +$214K | 0.06% | 108 |
|
|
2018
Q3 | – | Sell |
-1,345
| Closed | -$224K | – | 110 |
|
|
2018
Q2 | $224K | Sell |
1,345
-93
| -6% | -$15.5K | 0.09% | 95 |
|
|
2018
Q1 | $251K | Hold |
1,438
| – | – | 0.11% | 85 |
|
|
2017
Q4 | $282K | Hold |
1,438
| – | – | 0.11% | 85 |
|
|
2017
Q3 | $256K | Hold |
1,438
| – | – | 0.11% | 84 |
|
|
2017
Q2 | $233K | Hold |
1,438
| – | – | 0.1% | 89 |
|
|
2017
Q1 | $224K | Buy |
+1,438
| New | +$224K | 0.1% | 91 |
|