B. Riley Wealth Advisors’s AvePoint AVPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,600
| Closed | -$51K | – | 1454 |
|
|
2022
Q2 | $51K | Sell |
11,600
-8,350
| -42% | -$36.7K | ﹤0.01% | 1169 |
|
|
2022
Q1 | $105K | Buy |
19,950
+2,700
| +16% | +$14.2K | ﹤0.01% | 1291 |
|
|
2021
Q4 | $109K | Sell |
17,250
-28,500
| -62% | -$180K | ﹤0.01% | 1335 |
|
|
2021
Q3 | $389K | Buy |
+45,750
| New | +$389K | 0.01% | 908 |
|
|
2021
Q2 | – | Sell |
-46,050
| Closed | -$511K | – | 1376 |
|
|
2021
Q1 | $511K | Buy |
46,050
+8,650
| +23% | +$96K | 0.02% | 723 |
|
|
2020
Q4 | $562K | Buy |
+37,400
| New | +$562K | 0.03% | 502 |
|