West Oak Capital’s Rivian RIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70
| Closed | -$1K | – | 311 |
|
|
2023
Q4 | $1K | Buy |
70
+15
| +27% | +$214 | ﹤0.01% | 297 |
|
|
2023
Q3 | $1K | Buy |
55
+15
| +38% | +$273 | ﹤0.01% | 293 |
|
|
2023
Q2 | $666 | Hold |
40
| – | – | ﹤0.01% | 301 |
|
|
2023
Q1 | $619 | Sell |
40
-60
| -60% | -$929 | ﹤0.01% | 303 |
|
|
2022
Q4 | $2K | Buy |
100
+60
| +150% | +$1.2K | ﹤0.01% | 263 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 312 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 315 |
|