WWM
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Whalen Wealth Management’s Rocket Companies RKT Stock Holding History

Whalen Wealth Management’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,472
Closed -$404K – 136
2024
Q2 		$404K Buy
29,472
+15,663
+113% +$215K 0.32% 66
2024
Q1 		$201K Buy
+13,809
New +$201K 0.15% 111