B. Riley Wealth Advisors’s Cadence Bank CADE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,403
Closed -$218K 1550
2023
Q1
$218K Buy
10,403
+39
+0.4% +$819 0.01% 1247
2022
Q4
$258K Sell
10,364
-90
-0.9% -$2.24K 0.01% 1118
2022
Q3
$266K Buy
+10,454
New +$266K 0.01% 1077