AVANTAX PLANNING PARTNERS, INC. – Rockwell Automation, Inc. Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$807,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
+7.93%
quarter
Rockwell Automation, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 60K | $215.11 | 3.75K | |
| Q2 2022 | share | Decrease | -0.19% | -7 shares | -305K | $199.31 | 3.75K |
| Q1 2022 | share | Decrease | -1.16% | -44 shares | -274K | $280.03 | 3.75K |
| Q4 2021 | share | 0.00% | 0 shares | 208K | $346.84 | 3.80K | |
| Q3 2021 | share | Increase | +2.70% | 100 shares | 59K | $293.06 | 3.80K |
| Q2 2021 | share | 0.00% | 0 shares | 77K | $284.11 | 3.70K | |
| Q1 2021 | share | Increase | +0.87% | 32 shares | 62K | $262.61 | 3.70K |
| Q4 2020 | share | Increase | 0.00% | 3.66K shares | 920K | $247.08 | 3.66K |
| Q4 2018 | share | Decrease | -0.82% | -21 shares | -112K | $142.1 | 2.54K |
| Q3 2018 | share | Decrease | -1.23% | -32 shares | 50K | $176.08 | 2.56K |
| Q2 2018 | share | Increase | +0.08% | 2 shares | -21K | $155.27 | 2.59K |
| Q1 2018 | share | 0.00% | 0 shares | -57K | $161.87 | 2.59K | |
| Q4 2017 | share | Decrease | -0.12% | -3 shares | 46K | $181.64 | 2.59K |
| Q3 2017 | share | 0.00% | 0 shares | 43K | $164.15 | 2.59K | |
| Q2 2017 | share | Increase | 0.00% | 2.59K shares | 420K | $148.48 | 2.59K |