Vista Finance’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,033
Closed -$289K 56
2022
Q1
$289K Sell
1,033
-116
-10% -$32.5K 0.43% 44
2021
Q4
$401K Buy
+1,149
New +$401K 0.41% 69