B. Riley Wealth Advisors’s BGC Group BGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,176
Closed -$73.5K 1456
2023
Q4
$73.5K Buy
+10,176
New +$73.5K ﹤0.01% 1340
2020
Q2
Sell
-12,478
Closed -$32K 868
2020
Q1
$32K Buy
+12,478
New +$32K ﹤0.01% 767
2018
Q1
Sell
-15,656
Closed -$153K 675
2017
Q4
$153K Sell
15,656
-1,550
-9% -$15.1K 0.02% 596
2017
Q3
$161K Buy
17,206
+1,542
+10% +$14.4K 0.03% 508
2017
Q2
$128K Buy
+15,664
New +$128K 0.02% 497
2016
Q3
Sell
-52,218
Closed -$293K 618
2016
Q2
$293K Sell
52,218
-1,507
-3% -$8.46K 0.06% 400
2016
Q1
$313K Buy
53,725
+886
+2% +$5.16K 0.07% 339
2015
Q4
$334K Buy
52,839
+793
+2% +$5.01K 0.07% 333
2015
Q3
$276K Buy
52,046
+15,186
+41% +$80.5K 0.07% 378
2015
Q2
$208K Buy
36,860
+2,092
+6% +$11.8K 0.05% 445
2015
Q1
$211K Sell
34,768
-13,959
-29% -$84.7K 0.05% 451
2014
Q4
$1.57K Buy
+48,727
New +$1.57K 0.03% 616
2014
Q3
Sell
-11,415
Closed -$54.6K 766
2014
Q2
$54.6K Buy
+11,415
New +$54.6K 0.01% 992