Caliber Wealth Management (Utah)’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.08M | Buy |
98,657
+6,375
| +7% | +$69.8K | 0.57% | 48 |
|
|
2023
Q4 | $2.16M | Buy |
92,282
+4,903
| +6% | +$115K | 1.27% | 35 |
|
|
2023
Q3 | $2.12M | Buy |
87,379
+2,665
| +3% | +$64.7K | 1.43% | 28 |
|
|
2023
Q2 | $1.41M | Buy |
84,714
+26,887
| +46% | +$448K | 0.95% | 45 |
|
|
2023
Q1 | $895K | Buy |
57,827
+27,664
| +92% | +$428K | 0.67% | 47 |
|
|
2022
Q4 | $556K | Buy |
30,163
+4,445
| +17% | +$81.9K | 0.42% | 54 |
|
|
2022
Q3 | $846K | Buy |
25,718
+2,522
| +11% | +$83K | 0.67% | 49 |
|
|
2022
Q2 | $597K | Buy |
+23,196
| New | +$597K | 0.46% | 53 |
|
|
2022
Q1 | – | Sell |
-7,815
| Closed | -$625K | – | 66 |
|
|
2021
Q4 | $625K | Buy |
+7,815
| New | +$625K | 0.43% | 55 |
|