B. Riley Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,311
| Closed | -$372K | – | 862 |
|
|
2019
Q3 | $372K | Buy |
5,311
+820
| +18% | +$57.4K | 0.04% | 513 |
|
|
2019
Q2 | $263K | Buy |
+4,491
| New | +$263K | 0.03% | 619 |
|
|
2015
Q1 | – | Sell |
-3,628
| Closed | -$75 | – | 1027 |
|
|
2014
Q4 | $75 | Buy |
+3,628
| New | +$75 | ﹤0.01% | 1869 |
|
|
2014
Q3 | – | Sell |
-3,628
| Closed | -$67.2K | – | 1048 |
|
|
2014
Q2 | $67.2K | Buy |
+3,628
| New | +$67.2K | 0.02% | 891 |
|