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