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 |
|