Walden Wealth Partners’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$275K Hold
1,000
0.15% 67
2024
Q1
$276K Hold
1,000
0.16% 70
2023
Q4
$310K Buy
+1,000
New +$310K 0.2% 61