AP
Appleton Partners’s Rivian RIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,920
| Closed | -$169K | – | 294 |
|
|
2023
Q1 | $169K | Sell |
10,920
-1,603
| -13% | -$24.8K | 0.02% | 293 |
|
|
2022
Q4 | $231K | Sell |
12,523
-4,441
| -26% | -$81.9K | 0.02% | 281 |
|
|
2022
Q3 | $558K | Sell |
16,964
-2,488
| -13% | -$81.8K | 0.06% | 189 |
|
|
2022
Q2 | $501K | Buy |
19,452
+1,276
| +7% | +$32.9K | 0.05% | 205 |
|
|
2022
Q1 | $913K | Buy |
18,176
+10,291
| +131% | +$517K | 0.07% | 166 |
|
|
2021
Q4 | $818K | Buy |
+7,885
| New | +$818K | 0.06% | 177 |
|