B. Riley Wealth Advisors’s FTI Consulting FCN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $207K | Sell |
1,081
-3
| -0.3% | -$573 | 0.01% | 1032 |
|
2024
Q3 | $247K | Sell |
1,084
-51
| -4% | -$11.6K | 0.01% | 1049 |
|
2024
Q2 | $245K | Sell |
1,135
-1,234
| -52% | -$266K | 0.01% | 1125 |
|
2024
Q1 | $423K | Buy |
2,369
+1,189
| +101% | +$212K | 0.01% | 883 |
|
2023
Q4 | $235K | Sell |
1,180
-1,189
| -50% | -$237K | 0.01% | 1170 |
|
2023
Q3 | $423K | Buy |
2,369
+750
| +46% | +$134K | 0.01% | 883 |
|
2023
Q2 | $308K | Buy |
1,619
+8
| +0.5% | +$1.52K | 0.01% | 1105 |
|
2023
Q1 | $318K | Buy |
+1,611
| New | +$318K | 0.01% | 1038 |
|
2022
Q4 | – | Sell |
-1,916
| Closed | -$318K | – | 1523 |
|
2022
Q3 | $318K | Sell |
1,916
-198
| -9% | -$32.9K | 0.01% | 970 |
|
2022
Q2 | $383K | Sell |
2,114
-38
| -2% | -$6.89K | 0.02% | 766 |
|
2022
Q1 | $338K | Buy |
+2,152
| New | +$338K | 0.01% | 955 |
|
2020
Q3 | – | Sell |
-1,927
| Closed | -$221K | – | 958 |
|
2020
Q2 | $221K | Sell |
1,927
-977
| -34% | -$112K | 0.01% | 740 |
|
2020
Q1 | $348K | Sell |
2,904
-52
| -2% | -$6.23K | 0.03% | 493 |
|
2019
Q4 | $328K | Buy |
+2,956
| New | +$328K | 0.03% | 563 |
|