B. Riley Wealth Advisors’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,382
| Closed | -$202K | – | 1296 |
|
|
2024
Q2 | $202K | Sell |
2,382
-1,896
| -44% | -$161K | 0.01% | 1235 |
|
|
2024
Q1 | $280K | Buy |
+4,278
| New | +$280K | 0.01% | 1071 |
|
|
2023
Q4 | – | Sell |
-4,278
| Closed | -$280K | – | 1421 |
|
|
2023
Q3 | $280K | Buy |
4,278
+624
| +17% | +$40.9K | 0.01% | 1071 |
|
|
2023
Q2 | $236K | Buy |
+3,654
| New | +$236K | 0.01% | 1262 |
|
|
2015
Q1 | – | Sell |
-132
| Closed | -$2 | – | 846 |
|
|
2014
Q4 | $2 | Buy |
+132
| New | +$2 | ﹤0.01% | 3372 |
|