CSPIA
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Cary Street Partners Investment Advisory’s Rocket Companies RKT Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$818 – 1557
2023
Q3 		$818 Sell
100
-2,000
-95% -$16.4K ﹤0.01% 1756
2023
Q2 		$18.8K Hold
2,100
– – ﹤0.01% 1063
2023
Q1 		$19K Hold
2,100
– – ﹤0.01% 989
2022
Q4 		$14.7K Buy
+2,100
New +$14.7K ﹤0.01% 1050