MWM
Midwest Wealth Management’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-27,931
| Closed | -$448K | – | 96 |
|
|
2021
Q3 | $448K | Buy |
27,931
+1,898
| +7% | +$30.4K | 0.31% | 80 |
|
|
2021
Q2 | $504K | Buy |
26,033
+3,499
| +16% | +$67.7K | 0.36% | 77 |
|
|
2021
Q1 | $520K | Sell |
22,534
-18,652
| -45% | -$430K | 0.42% | 78 |
|
|
2020
Q4 | $833K | Buy |
+41,186
| New | +$833K | 0.76% | 59 |
|