Avitas Wealth Management’s Rocket Lab Corporation Common Stock RKLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $3.04M | Sell |
119,262
-1,542
| -1% | -$39.3K | 0.42% | 58 |
|
2024
Q3 | $1.18M | Sell |
120,804
-168
| -0.1% | -$1.64K | 0.17% | 133 |
|
2024
Q2 | $581K | Sell |
120,972
-803
| -0.7% | -$3.85K | 0.09% | 158 |
|
2024
Q1 | $500K | Buy |
121,775
+443
| +0.4% | +$1.82K | 0.08% | 172 |
|
2023
Q4 | $671K | Buy |
121,332
+2,913
| +2% | +$16.1K | 0.11% | 148 |
|
2023
Q3 | $519K | Buy |
118,419
+28,203
| +31% | +$124K | 0.1% | 158 |
|
2023
Q2 | $541K | Sell |
90,216
-582
| -0.6% | -$3.49K | 0.1% | 149 |
|
2023
Q1 | $367K | Buy |
90,798
+41,808
| +85% | +$169K | 0.07% | 175 |
|
2022
Q4 | $185K | Sell |
48,990
-82,415
| -63% | -$311K | 0.04% | 185 |
|
2022
Q3 | $535K | Buy |
+131,405
| New | +$535K | 0.12% | 136 |
|