Glassman Wealth Services’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-496
| Closed | -$7.18K | – | 1467 |
|
2023
Q4 | $7.18K | Sell |
496
-17
| -3% | -$246 | ﹤0.01% | 969 |
|
2023
Q3 | $4.2K | Hold |
513
| – | – | ﹤0.01% | 1121 |
|
2023
Q2 | $4.6K | Sell |
513
-12
| -2% | -$108 | ﹤0.01% | 1021 |
|
2023
Q1 | $4.76K | Buy |
525
+12
| +2% | +$109 | ﹤0.01% | 1012 |
|
2022
Q4 | $3.59K | Sell |
513
-917
| -64% | -$6.42K | ﹤0.01% | 1118 |
|
2022
Q3 | $9K | Sell |
1,430
-107
| -7% | -$673 | ﹤0.01% | 836 |
|
2022
Q2 | $11K | Buy |
1,537
+1,512
| +6,048% | +$10.8K | ﹤0.01% | 787 |
|
2022
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 1895 |
|
2021
Q4 | $0 | Sell |
25
-36
| -59% | – | ﹤0.01% | 1865 |
|
2021
Q3 | $1K | Buy |
61
+13
| +27% | +$213 | ﹤0.01% | 1443 |
|
2021
Q2 | $1K | Buy |
48
+14
| +41% | +$292 | ﹤0.01% | 1363 |
|
2021
Q1 | $1K | Buy |
34
+9
| +36% | +$265 | ﹤0.01% | 1309 |
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1265 |
|
2020
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1469 |
|