Simon Quick Advisors’s Rivian RIVN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,942
Closed -$217K 376
2023
Q3
$217K Buy
+8,942
New +$217K 0.02% 291
2022
Q4
Sell
-7,047
Closed -$232K 249
2022
Q3
$232K Buy
7,047
+47
+0.7% +$1.55K 0.03% 171
2022
Q2
$250K Buy
+7,000
New +$250K 0.03% 148