B. Riley Wealth Advisors’s Avis CAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,020
| Closed | -$263K | – | 1159 |
|
2024
Q3 | $263K | Buy |
+3,020
| New | +$263K | 0.01% | 1019 |
|
2024
Q2 | – | Sell |
-4,759
| Closed | -$855K | – | 1419 |
|
2024
Q1 | $855K | Buy |
4,759
+1,009
| +27% | +$181K | 0.02% | 580 |
|
2023
Q4 | $665K | Sell |
3,750
-1,009
| -21% | -$179K | 0.02% | 682 |
|
2023
Q3 | $855K | Buy |
4,759
+591
| +14% | +$106K | 0.02% | 580 |
|
2023
Q2 | $953K | Sell |
4,168
-32
| -0.8% | -$7.32K | 0.02% | 590 |
|
2023
Q1 | $818K | Buy |
4,200
+905
| +27% | +$176K | 0.02% | 603 |
|
2022
Q4 | $540K | Sell |
3,295
-105
| -3% | -$17.2K | 0.02% | 751 |
|
2022
Q3 | $505K | Buy |
3,400
+1,057
| +45% | +$157K | 0.02% | 756 |
|
2022
Q2 | $345K | Buy |
2,343
+13
| +0.6% | +$1.91K | 0.01% | 808 |
|
2022
Q1 | $614K | Buy |
+2,330
| New | +$614K | 0.02% | 651 |
|
2015
Q1 | – | Sell |
-1,138
| Closed | -$76 | – | 768 |
|
2014
Q4 | $76 | Buy |
+1,138
| New | +$76 | ﹤0.01% | 1863 |
|
2014
Q3 | – | Sell |
-2,263
| Closed | -$135K | – | 823 |
|
2014
Q2 | $135K | Buy |
+2,263
| New | +$135K | 0.03% | 603 |
|
2013
Q3 | – | Sell |
-3,418
| Closed | -$98K | – | 674 |
|
2013
Q2 | $98K | Buy |
+3,418
| New | +$98K | 0.03% | 551 |
|