AE Wealth Management’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,803
| Closed | -$225K | – | 1313 |
|
|
2024
Q2 | $225K | Buy |
16,803
+3,178
| +23% | +$42.6K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $149K | Sell |
13,625
-15,574
| -53% | -$171K | ﹤0.01% | 1110 |
|
|
2023
Q4 | $446K | Sell |
29,199
-19,885
| -41% | -$304K | ﹤0.01% | 1503 |
|
|
2023
Q3 | $1.19M | Buy |
49,084
+29,464
| +150% | +$715K | 0.01% | 1027 |
|
|
2023
Q2 | $327K | Buy |
19,620
+8,078
| +70% | +$135K | ﹤0.01% | 1578 |
|
|
2023
Q1 | $179K | Sell |
11,542
-125
| -1% | -$1.94K | ﹤0.01% | 1749 |
|
|
2022
Q4 | $215K | Sell |
11,667
-1,256
| -10% | -$23.1K | ﹤0.01% | 1637 |
|
|
2022
Q3 | $425K | Buy |
12,923
+2,692
| +26% | +$88.5K | ﹤0.01% | 1337 |
|
|
2022
Q2 | $263K | Buy |
+10,231
| New | +$263K | ﹤0.01% | 1492 |
|
|
2022
Q1 | – | Sell |
-5,436
| Closed | -$564K | – | 1788 |
|
|
2021
Q4 | $564K | Buy |
+5,436
| New | +$564K | ﹤0.01% | 1213 |
|