Tradewinds Capital Management’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-500
| Closed | -$6K | – | 714 |
|
2022
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 548 |
|
2021
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 536 |
|
2021
Q3 | $8K | Sell |
500
-4,533
| -90% | -$72.5K | ﹤0.01% | 500 |
|
2021
Q2 | $97K | Buy |
5,033
+33
| +0.7% | +$636 | 0.02% | 165 |
|
2021
Q1 | $115K | Hold |
5,000
| – | – | 0.02% | 149 |
|
2020
Q4 | $101K | Hold |
5,000
| – | – | 0.02% | 157 |
|
2020
Q3 | $100K | Buy |
+5,000
| New | +$100K | 0.02% | 135 |
|