B. Riley Wealth Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-497
| Closed | -$203K | – | 1315 |
|
|
2024
Q2 | $203K | Sell |
497
-247
| -33% | -$101K | 0.01% | 1231 |
|
|
2024
Q1 | $325K | Buy |
744
+258
| +53% | +$113K | 0.01% | 1008 |
|
|
2023
Q4 | $232K | Sell |
486
-258
| -35% | -$123K | 0.01% | 1182 |
|
|
2023
Q3 | $325K | Buy |
+744
| New | +$325K | 0.01% | 1008 |
|
|
2015
Q1 | – | Sell |
-694
| Closed | -$98 | – | 1045 |
|
|
2014
Q4 | $98 | Buy |
+694
| New | +$98 | ﹤0.01% | 1755 |
|
|
2014
Q3 | – | Sell |
-710
| Closed | -$85.4K | – | 1067 |
|
|
2014
Q2 | $85.4K | Buy |
+710
| New | +$85.4K | 0.02% | 791 |
|