B. Riley Wealth Advisors’s Americold COLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $350K | Sell |
16,195
-13,634
| -46% | -$295K | 0.01% | 812 |
|
|
2024
Q3 | $849K | Sell |
29,829
-161
| -0.5% | -$4.58K | 0.02% | 550 |
|
|
2024
Q2 | $773K | Sell |
29,990
-999
| -3% | -$25.7K | 0.02% | 629 |
|
|
2024
Q1 | $949K | Buy |
30,989
+1,091
| +4% | +$33.4K | 0.03% | 540 |
|
|
2023
Q4 | $912K | Sell |
29,898
-1,091
| -4% | -$33.3K | 0.02% | 561 |
|
|
2023
Q3 | $949K | Buy |
30,989
+1,426
| +5% | +$43.7K | 0.03% | 540 |
|
|
2023
Q2 | $961K | Sell |
29,563
-130
| -0.4% | -$4.23K | 0.02% | 587 |
|
|
2023
Q1 | $851K | Buy |
29,693
+508
| +2% | +$14.6K | 0.02% | 591 |
|
|
2022
Q4 | $833K | Buy |
+29,185
| New | +$833K | 0.02% | 597 |
|
|
2022
Q1 | – | Sell |
-7,890
| Closed | -$259K | – | 1405 |
|
|
2021
Q4 | $259K | Buy |
+7,890
| New | +$259K | 0.01% | 1144 |
|
|
2021
Q1 | – | Sell |
-10,460
| Closed | -$391K | – | 1363 |
|
|
2020
Q4 | $391K | Sell |
10,460
-356
| -3% | -$13.3K | 0.02% | 616 |
|
|
2020
Q3 | $387K | Buy |
10,816
+1,219
| +13% | +$43.6K | 0.02% | 630 |
|
|
2020
Q2 | $349K | Hold |
9,597
| – | – | 0.02% | 579 |
|
|
2020
Q1 | $327K | Buy |
9,597
+12
| +0.1% | +$409 | 0.03% | 515 |
|
|
2019
Q4 | $337K | Buy |
+9,585
| New | +$337K | 0.03% | 551 |
|