Wealthspire Advisors (Maryland)’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $768K | Buy |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $808K | Buy |
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|
2019
Q3 | $651K | Sell |
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|
2019
Q2 | $648K | Sell |
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|
2019
Q1 | $697K | Sell |
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|
2018
Q4 | $677K | Sell |
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|
2018
Q3 | $849K | Buy |
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|
2018
Q2 | $752K | Sell |
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|
2018
Q1 | $845K | Sell |
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|
2017
Q4 | $961K | Buy |
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|
2017
Q3 | $769K | Sell |
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|
2017
Q2 | $706K | Buy |
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|
2017
Q1 | $93K | Buy |
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|
2016
Q4 | $77K | Sell |
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|
2016
Q3 | $72K | Buy |
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|
2016
Q2 | $67K | Sell |
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|
2016
Q1 | $71K | Buy |
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|
2015
Q4 | $62K | Buy |
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