Straight Path Wealth Management’s Rocket Lab Corporation Common Stock RKLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
21,700
+1,000
| +5% | +$35.8K | 0.26% | 36 |
|
|
2025
Q1 | $370K | Sell |
20,700
-5,500
| -21% | -$98.3K | 0.15% | 61 |
|
|
2024
Q4 | $667K | Sell |
26,200
-1,500
| -5% | -$38.2K | 0.26% | 37 |
|
|
2024
Q3 | $270K | Sell |
27,700
-500
| -2% | -$4.87K | 0.12% | 79 |
|
|
2024
Q2 | $135K | Sell |
28,200
-20
| -0.1% | -$96 | 0.07% | 94 |
|
|
2024
Q1 | $116K | Hold |
28,220
| – | – | 0.07% | 88 |
|
|
2023
Q4 | $156K | Buy |
28,220
+200
| +0.7% | +$1.11K | 0.09% | 87 |
|
|
2023
Q3 | $123K | Buy |
28,020
+2,000
| +8% | +$8.76K | 0.08% | 78 |
|
|
2023
Q2 | $156K | Buy |
26,020
+5,000
| +24% | +$30K | 0.11% | 75 |
|
|
2023
Q1 | $84.9K | Buy |
+21,020
| New | +$84.9K | 0.07% | 71 |
|