WealthPLAN Partners’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,748
| Closed | -$79.1K | – | 966 |
|
2023
Q2 | $79.1K | Sell |
4,748
-28
| -0.6% | -$466 | 0.01% | 430 |
|
2023
Q1 | $73.9K | Buy |
+4,776
| New | +$73.9K | 0.01% | 487 |
|
2022
Q1 | – | Sell |
-3,182
| Closed | -$209K | – | 399 |
|
2021
Q4 | $209K | Buy |
+3,182
| New | +$209K | 0.01% | 359 |
|