Westside Investment Management’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$12.3K | – | 884 |
|
|
2023
Q3 | $12.3K | Sell |
1,500
-114
| -7% | -$933 | ﹤0.01% | 552 |
|
|
2023
Q2 | $14.5K | Hold |
1,614
| – | – | ﹤0.01% | 528 |
|
|
2023
Q1 | $14.6K | Hold |
1,614
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $10.6K | Sell |
1,614
-114
| -7% | -$751 | 0.03% | 189 |
|
|
2022
Q3 | $9.48K | Hold |
1,728
| – | – | 0.02% | 202 |
|
|
2022
Q2 | $16.6K | Hold |
1,728
| – | – | 0.04% | 176 |
|
|
2022
Q1 | $16.6K | Buy |
1,728
+519
| +43% | +$4.97K | 0.04% | 175 |
|
|
2021
Q4 | $15.9K | Hold |
1,209
| – | – | 0.04% | 165 |
|
|
2021
Q3 | $15.9K | Sell |
1,209
-100
| -8% | -$1.31K | 0.04% | 166 |
|
|
2021
Q2 | $19.4K | Hold |
1,309
| – | – | 0.04% | 157 |
|
|
2021
Q1 | $23.1K | Buy |
1,309
+1,009
| +336% | +$17.8K | 0.06% | 143 |
|
|
2020
Q4 | $6 | Hold |
300
| – | – | ﹤0.01% | 549 |
|
|
2020
Q3 | $5 | Buy |
+300
| New | +$5 | ﹤0.01% | 549 |
|