Exencial Wealth Advisors’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-457,572
| Closed | -$5.09M | – | 447 |
|
|
2022
Q1 | $5.09M | Buy |
457,572
+48,503
| +12% | +$539K | 0.26% | 121 |
|
|
2021
Q4 | $5.73M | Sell |
409,069
-150,291
| -27% | -$2.1M | 0.28% | 116 |
|
|
2021
Q3 | $8.97M | Buy |
559,360
+198,672
| +55% | +$3.19M | 0.39% | 68 |
|
|
2021
Q2 | $6.98M | Buy |
360,688
+28,088
| +8% | +$543K | 0.38% | 90 |
|
|
2021
Q1 | $7.68M | Buy |
+332,600
| New | +$7.68M | 0.45% | 73 |
|