Peloton Wealth Strategists’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,075
| Closed | -$198K | – | 90 |
|
|
2023
Q2 | $198K | Sell |
22,075
-12,500
| -36% | -$112K | 0.09% | 87 |
|
|
2023
Q1 | $313K | Hold |
34,575
| – | – | 0.14% | 77 |
|
|
2022
Q4 | $242K | Sell |
34,575
-3,250
| -9% | -$22.7K | 0.12% | 85 |
|
|
2022
Q3 | $239K | Sell |
37,825
-9,200
| -20% | -$58.1K | 0.12% | 86 |
|
|
2022
Q2 | $346K | Sell |
47,025
-11,500
| -20% | -$84.6K | 0.17% | 76 |
|
|
2022
Q1 | $651K | Buy |
58,525
+10,700
| +22% | +$119K | 0.27% | 70 |
|
|
2021
Q4 | $670K | Sell |
47,825
-6,350
| -12% | -$89K | 0.27% | 71 |
|
|
2021
Q3 | $869K | Buy |
54,175
+10,850
| +25% | +$174K | 0.36% | 66 |
|
|
2021
Q2 | $838K | Buy |
43,325
+15,350
| +55% | +$297K | 0.35% | 63 |
|
|
2021
Q1 | $646K | Buy |
+27,975
| New | +$646K | 0.3% | 63 |
|