Wescott Financial Advisory Group’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-710	Closed	-$220K	–	172
2023 Q4	$220K	Hold	710	–	–	0.03%	154
2023 Q3	$203K	Buy	+710	New	+$203K	0.04%	152