B. Riley Wealth Advisors’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,542
| Closed | -$455K | – | 1456 |
|
2023
Q2 | $455K | Sell |
5,542
-1,072
| -16% | -$88K | 0.01% | 898 |
|
2023
Q1 | $467K | Sell |
6,614
-2,821
| -30% | -$199K | 0.01% | 834 |
|
2022
Q4 | $647K | Sell |
9,435
-315
| -3% | -$21.6K | 0.02% | 690 |
|
2022
Q3 | $569K | Sell |
9,750
-391
| -4% | -$22.8K | 0.02% | 695 |
|
2022
Q2 | $711K | Buy |
10,141
+399
| +4% | +$28K | 0.03% | 517 |
|
2022
Q1 | $774K | Buy |
9,742
+2,069
| +27% | +$164K | 0.03% | 568 |
|
2021
Q4 | $669K | Sell |
7,673
-2,280
| -23% | -$199K | 0.02% | 676 |
|
2021
Q3 | $747K | Sell |
9,953
-15,321
| -61% | -$1.15M | 0.02% | 620 |
|
2021
Q2 | $1.78M | Buy |
25,274
+3,731
| +17% | +$262K | 0.06% | 364 |
|
2021
Q1 | $1.5M | Buy |
21,543
+3,733
| +21% | +$259K | 0.05% | 379 |
|
2020
Q4 | $1.18M | Buy |
17,810
+3,544
| +25% | +$234K | 0.06% | 288 |
|
2020
Q3 | $815K | Buy |
14,266
+4,793
| +51% | +$274K | 0.04% | 366 |
|
2020
Q2 | $545K | Buy |
+9,473
| New | +$545K | 0.04% | 431 |
|
2019
Q4 | – | Sell |
-4,733
| Closed | -$277K | – | 838 |
|
2019
Q3 | $277K | Buy |
+4,733
| New | +$277K | 0.03% | 617 |
|