B. Riley Wealth Advisors’s Costamare CMRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,188
| Closed | -$266K | – | 1293 |
|
|
2024
Q2 | $266K | Buy |
16,188
+4,544
| +39% | +$74.7K | 0.01% | 1087 |
|
|
2024
Q1 | $112K | Buy |
+11,644
| New | +$112K | ﹤0.01% | 1348 |
|
|
2023
Q4 | – | Sell |
-11,644
| Closed | -$112K | – | 1417 |
|
|
2023
Q3 | $112K | Buy |
11,644
+302
| +3% | +$2.91K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $110K | Sell |
11,342
-13,470
| -54% | -$130K | ﹤0.01% | 1424 |
|
|
2023
Q1 | $233K | Sell |
24,812
-2,398
| -9% | -$22.6K | 0.01% | 1211 |
|
|
2022
Q4 | $253K | Buy |
27,210
+9,438
| +53% | +$87.6K | 0.01% | 1131 |
|
|
2022
Q3 | $160K | Hold |
17,772
| – | – | ﹤0.01% | 1270 |
|
|
2022
Q2 | $216K | Buy |
17,772
+1,900
| +12% | +$23.1K | 0.01% | 1020 |
|
|
2022
Q1 | $271K | Sell |
15,872
-498
| -3% | -$8.5K | 0.01% | 1059 |
|
|
2021
Q4 | $208K | Hold |
16,370
| – | – | 0.01% | 1252 |
|
|
2021
Q3 | $254K | Buy |
16,370
+2,000
| +14% | +$31K | 0.01% | 1132 |
|
|
2021
Q2 | $170K | Buy |
14,370
+2,540
| +21% | +$30K | 0.01% | 1249 |
|
|
2021
Q1 | $114K | Buy |
+11,830
| New | +$114K | ﹤0.01% | 1282 |
|