Winch Advisory Services’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,008
| Closed | -$1.57M | – | 361 |
|
|
2018
Q1 | $1.57M | Buy |
9,008
+1,647
| +22% | +$287K | 0.92% | 34 |
|
|
2017
Q4 | $1.45M | Buy |
7,361
+241
| +3% | +$47.3K | 0.87% | 34 |
|
|
2017
Q3 | $1.27M | Buy |
7,120
+138
| +2% | +$24.6K | 0.83% | 33 |
|
|
2017
Q2 | $1.13M | Buy |
6,982
+51
| +0.7% | +$8.26K | 0.71% | 42 |
|
|
2017
Q1 | $1.08M | Buy |
6,931
+769
| +12% | +$120K | 0.68% | 41 |
|
|
2016
Q4 | $828K | Buy |
6,162
+3,182
| +107% | +$428K | 0.57% | 42 |
|
|
2016
Q3 | $365K | Buy |
+2,980
| New | +$365K | 0.3% | 55 |
|