9258 WEALTH MANAGEMENT, LLC – Rockwell Automation, Inc. Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$286,000
portfolio value
9258 WEALTH MANAGEMENT, LLC 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 | 21K | $215.11 | 1.32K | |
| Q2 2022 | share | Decrease | -3.35% | -46 shares | -120K | $199.31 | 1.32K |
| Q1 2022 | share | Decrease | -3.24% | -46 shares | -111K | $280.03 | 1.37K |
| Q4 2021 | share | Increase | +9.56% | 124 shares | 115K | $346.84 | 1.42K |
| Q3 2021 | share | Increase | +5.28% | 65 shares | 29K | $293.06 | 1.29K |
| Q2 2021 | share | Increase | +4.41% | 52 shares | 39K | $284.11 | 1.23K |
| Q1 2021 | share | Increase | +0.43% | 5 shares | 18K | $262.61 | 1.18K |
| Q4 2020 | share | Increase | +17.50% | 175 shares | 58K | $247.08 | 1.17K |
| Q3 2020 | share | 0.00% | 0 shares | 24K | $216.43 | 1K | |
| Q2 2020 | share | Increase | 0.00% | 1K shares | 213K | $207.98 | 1K |
| Q1 2020 | share | Decrease | -100.00% | -1K shares | -203K | $146.6 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1K shares | 203K | $195.89 | 1K |