Cladis Investment Advisory’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,650
| Closed | -$203K | – | 149 |
|
2023
Q4 | $203K | Sell |
8,650
-700
| -7% | -$16.4K | 0.16% | 131 |
|
2023
Q3 | $227K | Sell |
9,350
-43,050
| -82% | -$1.05M | 0.2% | 111 |
|
2023
Q2 | $873K | Sell |
52,400
-2,800
| -5% | -$46.6K | 0.76% | 43 |
|
2023
Q1 | $854K | Buy |
55,200
+31,800
| +136% | +$492K | 0.77% | 41 |
|
2022
Q4 | $431K | Buy |
23,400
+8,800
| +60% | +$162K | 0.43% | 72 |
|
2022
Q3 | $480K | Buy |
14,600
+1,700
| +13% | +$55.9K | 0.52% | 65 |
|
2022
Q2 | $332K | Buy |
12,900
+8,700
| +207% | +$224K | 0.33% | 91 |
|
2022
Q1 | $211K | Buy |
+4,200
| New | +$211K | 0.17% | 138 |
|