PPWM
PFG Private Wealth Management’s Rivian RIVN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-30
| Closed | -$399 | – | 297 |
|
2024
Q4 | $399 | Hold |
30
| – | – | ﹤0.01% | 218 |
|
2024
Q3 | $337 | Hold |
30
| – | – | ﹤0.01% | 221 |
|
2024
Q2 | $403 | Hold |
30
| – | – | ﹤0.01% | 221 |
|
2024
Q1 | $329 | Hold |
30
| – | – | ﹤0.01% | 210 |
|
2023
Q4 | $704 | Hold |
30
| – | – | ﹤0.01% | 206 |
|
2023
Q3 | $728 | Hold |
30
| – | – | ﹤0.01% | 260 |
|
2023
Q2 | $500 | Hold |
30
| – | – | ﹤0.01% | 270 |
|
2023
Q1 | $464 | Hold |
30
| – | – | ﹤0.01% | 271 |
|
2022
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 326 |
|
2022
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 328 |
|