WealthSource Partners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $259K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $736K | Buy |
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|
2017
Q3 | $665K | Buy |
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|
2017
Q2 | $598K | Sell |
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|
2017
Q1 | $735K | Sell |
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|
2016
Q4 | $649K | Sell |
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|
2016
Q3 | $604K | Hold |
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|
2016
Q2 | $567K | Buy |
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|
2016
Q1 | $536K | Buy |
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