BerganKDV Wealth Management’s Rivian RIVN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $500 | Buy |
+30
| New | +$500 | ﹤0.01% | 816 |
|
2023
Q1 | – | Sell |
-28
| Closed | -$516 | – | 1109 |
|
2022
Q4 | $516 | Buy |
28
+13
| +87% | +$240 | ﹤0.01% | 946 |
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1054 |
|
2022
Q2 | $0 | Buy |
15
+6
| +67% | – | ﹤0.01% | 1052 |
|
2022
Q1 | $0 | Buy |
9
+7
| +350% | – | ﹤0.01% | 1084 |
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1115 |
|