Schubert & Co’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,395
| Closed | -$372K | – | 71 |
|
|
2024
Q3 | $372K | Buy |
+19,395
| New | +$372K | 0.26% | 40 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$109 | – | 1191 |
|
|
2023
Q1 | $109 | Hold |
12
| – | – | ﹤0.01% | 1593 |
|
|
2022
Q4 | $84 | Buy |
12
+9
| +300% | +$63 | ﹤0.01% | 1590 |
|
|
2022
Q3 | $0 | Sell |
3
-6
| -67% | – | ﹤0.01% | 1542 |
|
|
2022
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1566 |
|