WealthPlan Investment Management’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,474	Closed	-$433K	–	538
2022 Q4	$433K	Hold	1,474	–	–	0.03%	272
2022 Q3	$376K	Buy	+1,474	New	+$376K	0.03%	276
2022 Q1	$372K	Buy	+1,474	New	+$372K	0.03%	286