B. Riley Wealth Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,821
| Closed | -$202K | – | 1297 |
|
|
2024
Q2 | $202K | Buy |
+2,821
| New | +$202K | 0.01% | 1236 |
|
|
2015
Q1 | – | Sell |
-102
| Closed | -$4 | – | 877 |
|
|
2014
Q4 | $4 | Buy |
+102
| New | +$4 | ﹤0.01% | 3201 |
|
|
2014
Q3 | – | Sell |
-311
| Closed | -$13.1K | – | 909 |
|
|
2014
Q2 | $13.1K | Buy |
+311
| New | +$13.1K | ﹤0.01% | 1665 |
|