YorkBridge Wealth Partners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-97
| Closed | -$18K | – | 765 |
|
|
2018
Q3 | $18K | Hold |
97
| – | – | 0.01% | 545 |
|
|
2018
Q2 | $16K | Hold |
97
| – | – | 0.01% | 577 |
|
|
2018
Q1 | $17K | Hold |
97
| – | – | 0.01% | 565 |
|
|
2017
Q4 | $18K | Sell |
97
-22
| -18% | -$4.08K | 0.01% | 552 |
|
|
2017
Q3 | $21K | Hold |
119
| – | – | 0.01% | 517 |
|
|
2017
Q2 | $19K | Hold |
119
| – | – | 0.01% | 526 |
|
|
2017
Q1 | $19K | Hold |
119
| – | – | 0.01% | 520 |
|
|
2016
Q4 | $16K | Buy |
+119
| New | +$16K | 0.01% | 499 |
|