Secure Asset Management’s Rivian RIVN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-28,119
Closed -$518K 204
2022
Q4
$518K Buy
28,119
+20,740
+281% +$382K 0.19% 115
2022
Q3
$243K Sell
7,379
-1,814
-20% -$59.7K 0.14% 123
2022
Q2
$237K Buy
+9,193
New +$237K 0.13% 134