B. Riley Wealth Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,467
| Closed | -$214K | – | 1481 |
|
|
2023
Q2 | $214K | Sell |
2,467
-599
| -20% | -$51.9K | ﹤0.01% | 1322 |
|
|
2023
Q1 | $251K | Buy |
3,066
+48
| +2% | +$3.94K | 0.01% | 1160 |
|
|
2022
Q4 | $218K | Buy |
+3,018
| New | +$218K | 0.01% | 1210 |
|
|
2022
Q2 | – | Sell |
-2,977
| Closed | -$241K | – | 1249 |
|
|
2022
Q1 | $241K | Sell |
2,977
-65
| -2% | -$5.26K | 0.01% | 1126 |
|
|
2021
Q4 | $307K | Buy |
3,042
+51
| +2% | +$5.15K | 0.01% | 1062 |
|
|
2021
Q3 | $285K | Buy |
2,991
+172
| +6% | +$16.4K | 0.01% | 1065 |
|
|
2021
Q2 | $281K | Buy |
2,819
+195
| +7% | +$19.4K | 0.01% | 1055 |
|
|
2021
Q1 | $251K | Sell |
2,624
-858
| -25% | -$82.1K | 0.01% | 1085 |
|
|
2020
Q4 | $266K | Buy |
+3,482
| New | +$266K | 0.01% | 822 |
|