Westshore Wealth’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,010
Closed -$289K 130
2021
Q2
$289K Hold
1,010
0.15% 101
2021
Q1
$268K Buy
+1,010
New +$268K 0.15% 105