Carson Wealth (CWM LLC)’s Rocket Lab Corporation Common Stock RKLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
8,491
+556
| +7% | +$19.9K | ﹤0.01% | 1857 |
|
|
2025
Q1 | $142K | Buy |
7,935
+2,678
| +51% | +$47.9K | ﹤0.01% | 2142 |
|
|
2024
Q4 | $134K | Buy |
5,257
+1,675
| +47% | +$42.7K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $35K | Buy |
3,582
+2,629
| +276% | +$25.7K | ﹤0.01% | 2972 |
|
|
2024
Q2 | $5K | Sell |
953
-4,398
| -82% | -$23.1K | ﹤0.01% | 3888 |
|
|
2024
Q1 | $22K | Buy |
5,351
+5,260
| +5,780% | +$21.6K | ﹤0.01% | 2837 |
|
|
2023
Q4 | $1K | Sell |
91
-121
| -57% | -$1.33K | ﹤0.01% | 4024 |
|
|
2023
Q3 | $1K | Buy |
+212
| New | +$1K | ﹤0.01% | 4056 |
|