J.W. Cole Advisors’s Rocket Lab Corp RKLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Buy
2024
Q2
Sell
2024
Q1
$223K Hold
2023
Q4
$300K Sell
2023
Q3
$465K Buy
2023
Q2
$554K Buy
2023
Q1
$292K Sell
2022
Q4
$273K Buy
2022
Q3
$291K Buy
2022
Q2
$268K Buy
2022
Q1
$540K Buy
2021
Q4
$670K Buy
2021
Q3
$376K Buy