Plante Moran Financial Advisors’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$48K | – | 1090 |
|
|
2021
Q3 | $48K | Sell |
3,000
-1,000
| -25% | -$16K | 0.01% | 392 |
|
|
2021
Q2 | $77K | Buy |
4,000
+1,000
| +33% | +$19.3K | 0.02% | 289 |
|
|
2021
Q1 | $69K | Sell |
3,000
-1,000
| -25% | -$23K | 0.02% | 300 |
|
|
2020
Q4 | $81K | Hold |
4,000
| – | – | 0.03% | 281 |
|
|
2020
Q3 | $80K | Buy |
+4,000
| New | +$80K | 0.03% | 258 |
|