B. Riley Wealth Advisors’s CareCloud CCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
+110,380
| New | +$260K | 0.01% | 753 |
|
|
2023
Q1 | – | Sell |
-11,450
| Closed | -$32.2K | – | 1535 |
|
|
2022
Q4 | $32.2K | Sell |
11,450
-3,585
| -24% | -$10.1K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $63K | Sell |
15,035
-1,001
| -6% | -$4.19K | ﹤0.01% | 1369 |
|
|
2022
Q2 | $55K | Sell |
16,036
-399
| -2% | -$1.37K | ﹤0.01% | 1167 |
|
|
2022
Q1 | $85K | Hold |
16,435
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q4 | $104K | Buy |
16,435
+4,450
| +37% | +$28.2K | ﹤0.01% | 1340 |
|
|
2021
Q3 | $92K | Buy |
11,985
+985
| +9% | +$7.56K | ﹤0.01% | 1341 |
|
|
2021
Q2 | $93K | Hold |
11,000
| – | – | ﹤0.01% | 1315 |
|
|
2021
Q1 | $92K | Buy |
+11,000
| New | +$92K | ﹤0.01% | 1301 |
|
|
2020
Q4 | – | Sell |
-12,000
| Closed | -$107K | – | 1035 |
|
|
2020
Q3 | $107K | Buy |
+12,000
| New | +$107K | 0.01% | 885 |
|