M Holdings Securities’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,137
| Closed | -$136K | – | 257 |
|
2024
Q2 | $136K | Buy |
+10,137
| New | +$136K | 0.02% | 296 |
|
2022
Q4 | – | Sell |
-6,745
| Closed | -$222K | – | 468 |
|
2022
Q3 | $222K | Buy |
+6,745
| New | +$222K | 0.02% | 381 |
|
2022
Q2 | – | Sell |
-7,342
| Closed | -$369K | – | 505 |
|
2022
Q1 | $369K | Buy |
+7,342
| New | +$369K | 0.03% | 352 |
|