Belpointe Asset Management’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56,205
| Closed | -$509K | – | 2757 |
|
|
2023
Q1 | $509K | Buy |
56,205
+37,650
| +203% | +$341K | 0.03% | 561 |
|
|
2022
Q4 | $130K | Sell |
18,555
-60,650
| -77% | -$425K | 0.01% | 1106 |
|
|
2022
Q3 | $500K | Sell |
79,205
-50,575
| -39% | -$319K | 0.03% | 504 |
|
|
2022
Q2 | $956K | Sell |
129,780
-4,155
| -3% | -$30.6K | 0.06% | 306 |
|
|
2022
Q1 | $1.49M | Buy |
133,935
+4,532
| +4% | +$50.4K | 0.09% | 238 |
|
|
2021
Q4 | $1.81M | Buy |
129,403
+31,980
| +33% | +$448K | 0.11% | 185 |
|
|
2021
Q3 | $1.56M | Buy |
97,423
+8,651
| +10% | +$139K | 0.11% | 197 |
|
|
2021
Q2 | $1.72M | Buy |
88,772
+12,175
| +16% | +$236K | 0.12% | 182 |
|
|
2021
Q1 | $1.77M | Buy |
76,597
+10,517
| +16% | +$243K | 0.15% | 148 |
|
|
2020
Q4 | $1.34M | Buy |
66,080
+27,155
| +70% | +$549K | 0.12% | 193 |
|
|
2020
Q3 | $776K | Buy |
+38,925
| New | +$776K | 0.09% | 250 |
|