WLPWM
ROK icon

Walled Lake Planning & Wealth Management’s Rockwell Automation ROK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-77
Closed -$19K 366
2020
Q4
$19K Hold
77
0.01% 182
2020
Q3
$17K Buy
77
+1
+1% +$221 0.01% 181
2020
Q2
$16K Hold
76
0.01% 171
2020
Q1
$11K Buy
+76
New +$11K 0.01% 182