Sage Private Wealth Group’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,187
| Closed | -$64K | – | 150 |
|
|
2022
Q3 | $64K | Sell |
10,187
-1
| -0% | -$6 | 0.08% | 76 |
|
|
2022
Q2 | $75K | Buy |
10,188
+1,041
| +11% | +$7.66K | 0.11% | 71 |
|
|
2022
Q1 | $102K | Buy |
9,147
+2,092
| +30% | +$23.3K | 0.1% | 69 |
|
|
2021
Q4 | $98K | Buy |
7,055
+1,211
| +21% | +$16.8K | 0.12% | 65 |
|
|
2021
Q3 | $94K | Hold |
5,844
| – | – | 0.13% | 65 |
|
|
2021
Q2 | $113K | Hold |
5,844
| – | – | 0.15% | 61 |
|
|
2021
Q1 | $135K | Sell |
5,844
-671
| -10% | -$15.5K | 0.23% | 56 |
|
|
2020
Q4 | $132K | Buy |
+6,515
| New | +$132K | 0.37% | 48 |
|