CWM
Compass Wealth Management’s Rivian RIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-600
| Closed | -$7.47K | – | 349 |
|
|
2025
Q1 | $7.47K | Hold |
600
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $7.98K | Hold |
600
| – | – | ﹤0.01% | 350 |
|
|
2024
Q3 | $6.73K | Hold |
600
| – | – | ﹤0.01% | 364 |
|
|
2024
Q2 | $8.05K | Hold |
600
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $6.57K | Hold |
600
| – | – | ﹤0.01% | 362 |
|
|
2023
Q4 | $14.1K | Hold |
600
| – | – | ﹤0.01% | 329 |
|
|
2023
Q3 | $14.6K | Buy |
600
+100
| +20% | +$2.43K | ﹤0.01% | 336 |
|
|
2023
Q2 | $8.33K | Buy |
+500
| New | +$8.33K | ﹤0.01% | 364 |
|