Wilson Kemp & Associates’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $225K | Sell |
2,050
-1,500
| -42% | -$165K | 2.05% | 22 |
|
|
2014
Q2 | $444K | Sell |
3,550
-400
| -10% | -$50K | 1.59% | 24 |
|
|
2014
Q1 | $492K | Sell |
3,950
-1,500
| -28% | -$187K | 1.28% | 30 |
|
|
2013
Q4 | $644K | Sell |
5,450
-2,650
| -33% | -$313K | 1.24% | 27 |
|
|
2013
Q3 | $866K | Sell |
8,100
-6,184
| -43% | -$661K | 1.91% | 17 |
|
|
2013
Q2 | $1.19M | Buy |
+14,284
| New | +$1.19M | 1.14% | 27 |
|