Bartlett & Co’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q3 | $4K | Sell |
500
-400
| -44% | -$3.2K | ﹤0.01% | 1023 |
|
|
2023
Q2 | $8K | Buy |
900
+400
| +80% | +$3.56K | ﹤0.01% | 947 |
|
|
2023
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 899 |
|
|
2022
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 950 |
|
|
2022
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 1071 |
|
|
2022
Q1 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 897 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$8K | – | 775 |
|
|
2021
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 726 |
|
|
2021
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 711 |
|
|
2020
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 730 |
|
|
2020
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 680 |
|