Baltimore-Washington Financial Advisors’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-286,275
| Closed | -$6.61M | – | 145 |
|
|
2022
Q1 | $6.61M | Buy |
286,275
+274,585
| +2,349% | +$6.34M | 0.64% | 61 |
|
|
2021
Q4 | $163K | Sell |
11,690
-286,873
| -96% | -$4M | 0.01% | 134 |
|
|
2021
Q3 | $4.79M | Buy |
298,563
+5,469
| +2% | +$87.7K | 0.42% | 72 |
|
|
2021
Q2 | $5.67M | Buy |
293,094
+6,069
| +2% | +$117K | 0.53% | 68 |
|
|
2021
Q1 | $6.63M | Buy |
287,025
+18,375
| +7% | +$424K | 0.68% | 59 |
|
|
2020
Q4 | $5.43M | Buy |
268,650
+87,815
| +49% | +$1.78M | 0.59% | 62 |
|
|
2020
Q3 | $3.6M | Buy |
+180,835
| New | +$3.6M | 0.47% | 68 |
|