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