Carolinas Wealth Consulting’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-16,920
| Closed | -$190K | – | 1095 |
|
2024
Q3 | $190K | Hold |
16,920
| – | – | 0.03% | 186 |
|
2024
Q2 | $227K | Hold |
16,920
| – | – | 0.04% | 167 |
|
2024
Q1 | $185K | Sell |
16,920
-5,000
| -23% | -$54.8K | 0.04% | 180 |
|
2023
Q4 | $514K | Hold |
21,920
| – | – | 0.11% | 88 |
|
2023
Q3 | $356K | Buy |
21,920
+5,000
| +30% | +$81.1K | 0.09% | 101 |
|
2023
Q2 | $282K | Hold |
16,920
| – | – | 0.06% | 148 |
|
2023
Q1 | $262K | Hold |
16,920
| – | – | 0.06% | 151 |
|
2022
Q4 | $312K | Buy |
+16,920
| New | +$312K | 0.07% | 130 |
|
2022
Q2 | – | Sell |
-16,939
| Closed | -$851K | – | 943 |
|
2022
Q1 | $851K | Buy |
16,939
+16,920
| +89,053% | +$850K | 0.19% | 67 |
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 843 |
|