Wealthfront’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $489K | Sell |
2,610
-96
| -4% | -$18K | ﹤0.01% | 384 |
|
|
2018
Q2 | $450K | Sell |
2,706
-846
| -24% | -$141K | ﹤0.01% | 379 |
|
|
2018
Q1 | $619K | Sell |
3,552
-959
| -21% | -$167K | 0.01% | 352 |
|
|
2017
Q4 | $886K | Buy |
4,511
+654
| +17% | +$128K | 0.01% | 243 |
|
|
2017
Q3 | $687K | Buy |
3,857
+851
| +28% | +$152K | 0.01% | 267 |
|
|
2017
Q2 | $487K | Buy |
3,006
+252
| +9% | +$40.8K | 0.01% | 273 |
|
|
2017
Q1 | $429K | Buy |
2,754
+396
| +17% | +$61.7K | 0.01% | 259 |
|
|
2016
Q4 | $317K | Buy |
2,358
+325
| +16% | +$43.7K | 0.01% | 285 |
|
|
2016
Q3 | $249K | Buy |
2,033
+136
| +7% | +$16.7K | 0.01% | 318 |
|
|
2016
Q2 | $218K | Buy |
+1,897
| New | +$218K | 0.01% | 328 |
|
|
2015
Q4 | – | Sell |
-1,146
| Closed | -$116K | – | 883 |
|
|
2015
Q3 | $116K | Sell |
1,146
-165
| -13% | -$16.7K | ﹤0.01% | 377 |
|
|
2015
Q2 | $163K | Buy |
1,311
+488
| +59% | +$60.7K | 0.01% | 303 |
|
|
2015
Q1 | $95K | Buy |
823
+335
| +69% | +$38.7K | ﹤0.01% | 392 |
|
|
2014
Q4 | $54K | Buy |
488
+136
| +39% | +$15K | ﹤0.01% | 468 |
|
|
2014
Q3 | $39K | Buy |
352
+5
| +1% | +$554 | ﹤0.01% | 450 |
|
|
2014
Q2 | $44K | Buy |
347
+116
| +50% | +$14.7K | ﹤0.01% | 390 |
|
|
2014
Q1 | $29K | Buy |
+231
| New | +$29K | ﹤0.01% | 375 |
|