BWP
Baldwin Wealth Partners’s Rivian RIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14
| Closed | -$157 | – | 839 |
|
|
2024
Q3 | $157 | Hold |
14
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q2 | $188 | Hold |
14
| – | – | ﹤0.01% | 759 |
|
|
2024
Q1 | $153 | Hold |
14
| – | – | ﹤0.01% | 686 |
|
|
2023
Q4 | $328 | Sell |
14
-100
| -88% | -$2.34K | ﹤0.01% | 708 |
|
|
2023
Q3 | $2.77K | Sell |
114
-150
| -57% | -$3.64K | ﹤0.01% | 669 |
|
|
2023
Q2 | $4.4K | Hold |
264
| – | – | ﹤0.01% | 657 |
|
|
2023
Q1 | $4.09K | Buy |
264
+14
| +6% | +$217 | ﹤0.01% | 690 |
|
|
2022
Q4 | $4.61K | Sell |
250
-105
| -30% | -$1.94K | ﹤0.01% | 667 |
|
|
2022
Q3 | $12K | Hold |
355
| – | – | ﹤0.01% | 498 |
|
|
2022
Q2 | $9K | Buy |
+355
| New | +$9K | ﹤0.01% | 545 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$26K | – | 692 |
|
|
2021
Q4 | $26K | Buy |
+250
| New | +$26K | ﹤0.01% | 422 |
|