AssetMark Inc’s B. Riley Financial RILY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-27,949
| Closed | -$1.18M | – | 1610 |
|
|
2022
Q2 | $1.18M | Buy |
27,949
+5,508
| +25% | +$233K | 0.01% | 460 |
|
|
2022
Q1 | $1.57M | Sell |
22,441
-10,680
| -32% | -$747K | 0.01% | 391 |
|
|
2021
Q4 | $2.94M | Buy |
33,121
+2,263
| +7% | +$201K | 0.01% | 293 |
|
|
2021
Q3 | $1.82M | Buy |
30,858
+14,577
| +90% | +$861K | 0.01% | 338 |
|
|
2021
Q2 | $1.23M | Buy |
+16,281
| New | +$1.23M | 0.01% | 368 |
|