B. Riley Wealth Advisors’s AXT Inc AXTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12,895
| Closed | -$56.5K | – | 1526 |
|
2022
Q4 | $56.5K | Sell |
12,895
-4,737
| -27% | -$20.7K | ﹤0.01% | 1406 |
|
2022
Q3 | $119K | Hold |
17,632
| – | – | ﹤0.01% | 1303 |
|
2022
Q2 | $104K | Hold |
17,632
| – | – | ﹤0.01% | 1121 |
|
2022
Q1 | $124K | Hold |
17,632
| – | – | ﹤0.01% | 1272 |
|
2021
Q4 | $156K | Buy |
17,632
+1,200
| +7% | +$10.6K | ﹤0.01% | 1302 |
|
2021
Q3 | $137K | Buy |
16,432
+4,690
| +40% | +$39.1K | ﹤0.01% | 1298 |
|
2021
Q2 | $129K | Buy |
11,742
+100
| +0.9% | +$1.1K | ﹤0.01% | 1285 |
|
2021
Q1 | $136K | Buy |
+11,642
| New | +$136K | ﹤0.01% | 1259 |
|
2015
Q1 | – | Sell |
-46
| Closed | – | – | 683 |
|
2014
Q4 | $0 | Buy |
+46
| New | – | ﹤0.01% | 3658 |
|
2014
Q3 | – | Sell |
-1,037
| Closed | -$2.22K | – | 748 |
|
2014
Q2 | $2.22K | Buy |
+1,037
| New | +$2.22K | ﹤0.01% | 2213 |
|