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