DWA
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Delap Wealth Advisory’s Rivian RIVN Stock Holding History

Delap Wealth Advisory’s Portfolio RIVN Stock Details RIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31,453
Closed -$422K – 104
2024
Q2 		$422K Buy
31,453
+14,900
+90% +$200K 0.19% 53
2024
Q1 		$181K Buy
+16,553
New +$181K 0.07% 253