Heritage Wealth Advisors’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-150
Closed -$4.94K 574
2022
Q3
$4.94K Hold
150
﹤0.01% 452
2022
Q2
$4K Hold
150
﹤0.01% 504
2022
Q1
$8K Sell
150
-1,000
-87% -$53.3K ﹤0.01% 448
2021
Q4
$119K Buy
+1,150
New +$119K 0.01% 247