Capital Advisors Inc’s Rocket Companies RKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-697,695
Closed -$14.1M 237
2020
Q4
$14.1M Buy
697,695
+12,528
+2% +$253K 0.5% 73
2020
Q3
$13.7M Buy
+685,167
New +$13.7M 0.55% 68