Jamison Private Wealth Management’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,210
| Closed | -$80.9K | – | 407 |
|
|
2024
Q3 | $80.9K | Sell |
7,210
-473
| -6% | -$5.31K | 0.01% | 231 |
|
|
2024
Q2 | $103K | Hold |
7,683
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $84.1K | Buy |
7,683
+237
| +3% | +$2.6K | 0.01% | 223 |
|
|
2023
Q4 | $175K | Buy |
7,446
+727
| +11% | +$17.1K | 0.03% | 175 |
|
|
2023
Q3 | $163K | Buy |
+6,719
| New | +$163K | 0.03% | 171 |
|