B. Riley Wealth Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,299
| Closed | -$251K | – | 1468 |
|
|
2024
Q1 | $251K | Sell |
9,299
-2,416
| -21% | -$65.2K | 0.01% | 1142 |
|
|
2023
Q4 | $269K | Sell |
11,715
-625
| -5% | -$14.3K | 0.01% | 1107 |
|
|
2023
Q3 | $251K | Buy |
+12,340
| New | +$251K | 0.01% | 1142 |
|
|
2015
Q1 | – | Sell |
-2,759
| Closed | -$23 | – | 1059 |
|
|
2014
Q4 | $23 | Buy |
+2,759
| New | +$23 | ﹤0.01% | 2476 |
|
|
2014
Q3 | – | Sell |
-5,519
| Closed | -$46K | – | 1089 |
|
|
2014
Q2 | $46K | Buy |
+5,519
| New | +$46K | 0.01% | 1068 |
|