Wealth Alliance Advisory Group’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-661
Closed -$218K 185
2023
Q2
$218K Buy
+661
New +$218K 0.08% 150
2022
Q1
Sell
-662
Closed -$231K 170
2021
Q4
$231K Buy
+662
New +$231K 0.1% 138