Integrated Wealth Concepts’s Rocket Lab Corporation Common Stock RKLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$414K	Buy	+11,578	New	+$414K	﹤0.01%	1375
2024 Q4	–	Sell	-12,473	Closed	-$121K	–	1774
2024 Q3	$121K	Sell	12,473 -56,905	-82%	-$554K	﹤0.01%	1595
2024 Q2	$333K	Sell	69,378 -20,390	-23%	-$97.9K	﹤0.01%	1259
2024 Q1	$369K	Buy	+89,768	New	+$369K	0.01%	1201