B. Riley Wealth Advisors’s ADT ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $439K | Sell |
63,009
-21,400
| -25% | -$149K | 0.01% | 740 |
|
|
2024
Q3 | $612K | Sell |
84,409
-25,535
| -23% | -$185K | 0.02% | 676 |
|
|
2024
Q2 | $842K | Buy |
+109,944
| New | +$842K | 0.02% | 599 |
|
|
2021
Q4 | – | Sell |
-14,141
| Closed | -$115K | – | 1409 |
|
|
2021
Q3 | $115K | Sell |
14,141
-3,291
| -19% | -$26.8K | ﹤0.01% | 1318 |
|
|
2021
Q2 | $189K | Buy |
+17,432
| New | +$189K | 0.01% | 1227 |
|