AE Wealth Management’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,693
| Closed | -$204K | – | 1762 |
|
|
2021
Q3 | $204K | Sell |
12,693
-2,127
| -14% | -$34.2K | ﹤0.01% | 1518 |
|
|
2021
Q2 | $287K | Sell |
14,820
-25,100
| -63% | -$486K | ﹤0.01% | 1353 |
|
|
2021
Q1 | $922K | Sell |
39,920
-5,330
| -12% | -$123K | 0.01% | 797 |
|
|
2020
Q4 | $915K | Buy |
45,250
+25,968
| +135% | +$525K | 0.01% | 732 |
|
|
2020
Q3 | $384K | Buy |
+19,282
| New | +$384K | 0.01% | 955 |
|