Optimum Investment Advisors’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$13.6K | – | 744 |
|
|
2023
Q1 | $13.6K | Buy |
+1,500
| New | +$13.6K | 0.01% | 529 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$2K | – | 857 |
|
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 867 |
|
|
2021
Q1 | $2K | Sell |
100
-100
| -50% | -$2K | ﹤0.01% | 866 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2020
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 775 |
|