B. Riley Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,538
Closed -$226K 1411
2024
Q1
$226K Buy
+4,538
New +$226K 0.01% 1200
2023
Q4
Sell
-4,538
Closed -$226K 1407
2023
Q3
$226K Sell
4,538
-14,446
-76% -$718K 0.01% 1200
2023
Q2
$783K Buy
18,984
+12,022
+173% +$496K 0.02% 661
2023
Q1
$363K Buy
+6,962
New +$363K 0.01% 963
2014
Q1
Sell
-14,649
Closed -$866K 758
2013
Q4
$866K Sell
14,649
-1,514
-9% -$89.5K 0.28% 82
2013
Q3
$880K Buy
16,163
+350
+2% +$19.1K 0.3% 74
2013
Q2
$796K Buy
+15,813
New +$796K 0.27% 82