Avitas 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
Q2 | – | Sell |
-31,823
| Closed | -$348K | – | 211 |
|
|
2024
Q1 | $348K | Buy |
31,823
+8,910
| +39% | +$97.6K | 0.05% | 191 |
|
|
2023
Q4 | $538K | Buy |
22,913
+611
| +3% | +$14.3K | 0.09% | 157 |
|
|
2023
Q3 | $541K | Sell |
22,302
-554
| -2% | -$13.5K | 0.1% | 154 |
|
|
2023
Q2 | $381K | Sell |
22,856
-53
| -0.2% | -$883 | 0.07% | 173 |
|
|
2023
Q1 | $355K | Buy |
22,909
+12,204
| +114% | +$189K | 0.07% | 178 |
|
|
2022
Q4 | $197K | Sell |
10,705
-7,675
| -42% | -$141K | 0.04% | 184 |
|
|
2022
Q3 | $605K | Buy |
+18,380
| New | +$605K | 0.14% | 132 |
|
|
2022
Q2 | – | Sell |
-16,918
| Closed | -$850K | – | 223 |
|
|
2022
Q1 | $850K | Buy |
16,918
+7,899
| +88% | +$397K | 0.15% | 135 |
|
|
2021
Q4 | $935K | Buy |
+9,019
| New | +$935K | 0.16% | 132 |
|