Geneos Wealth Management’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-515
| Closed | -$7K | – | 2938 |
|
|
2021
Q4 | $7K | Sell |
515
-1,265
| -71% | -$17.2K | ﹤0.01% | 2313 |
|
|
2021
Q3 | $28K | Hold |
1,780
| – | – | ﹤0.01% | 1756 |
|
|
2021
Q2 | $33K | Hold |
1,780
| – | – | ﹤0.01% | 1670 |
|
|
2021
Q1 | $39K | Hold |
1,780
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q4 | $42K | Sell |
1,780
-1,050
| -37% | -$24.8K | ﹤0.01% | 1545 |
|
|
2020
Q3 | $58K | Buy |
+2,830
| New | +$58K | ﹤0.01% | 1185 |
|