WealthTrust Axiom’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-1,562
| Closed | -$209K | – | 237 |
|
2016
Q4 | $209K | Buy |
+1,562
| New | +$209K | 0.08% | 196 |
|
2015
Q3 | – | Sell |
-1,682
| Closed | -$209K | – | 227 |
|
2015
Q2 | $209K | Buy |
+1,682
| New | +$209K | 0.08% | 196 |
|
2014
Q3 | – | Sell |
-1,698
| Closed | -$212K | – | 231 |
|
2014
Q2 | $212K | Hold |
1,698
| – | – | 0.07% | 188 |
|
2014
Q1 | $211K | Hold |
1,698
| – | – | 0.08% | 176 |
|
2013
Q4 | $200K | Buy |
+1,698
| New | +$200K | 0.08% | 171 |
|