Roman Butler Fullerton & Co’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,459
| Closed | -$202K | – | 216 |
|
|
2023
Q3 | $202K | Buy |
10,459
+2,389
| +30% | +$46.1K | 0.1% | 181 |
|
|
2023
Q2 | $200K | Buy |
+8,070
| New | +$200K | 0.09% | 187 |
|
|
2022
Q4 | – | Sell |
-10,570
| Closed | -$342K | – | 199 |
|
|
2022
Q3 | $342K | Sell |
10,570
-280
| -3% | -$9.06K | 0.22% | 122 |
|
|
2022
Q2 | $343K | Sell |
10,850
-107
| -1% | -$3.38K | 0.19% | 130 |
|
|
2022
Q1 | $550K | Buy |
+10,957
| New | +$550K | 0.25% | 103 |
|