B. Riley Wealth Advisors’s Horizon Technology Finance HRZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,350
| Closed | -$174K | – | 1588 |
|
|
2023
Q1 | $174K | Sell |
15,350
-1,014
| -6% | -$11.5K | ﹤0.01% | 1321 |
|
|
2022
Q4 | $191K | Buy |
16,364
+199
| +1% | +$2.32K | 0.01% | 1281 |
|
|
2022
Q3 | $162K | Buy |
16,165
+2,548
| +19% | +$25.5K | ﹤0.01% | 1266 |
|
|
2022
Q2 | $158K | Buy |
13,617
+3,232
| +31% | +$37.5K | 0.01% | 1076 |
|
|
2022
Q1 | $145K | Buy |
+10,385
| New | +$145K | ﹤0.01% | 1257 |
|
|
2015
Q1 | – | Sell |
-3,247
| Closed | -$45 | – | 1196 |
|
|
2014
Q4 | $45 | Buy |
+3,247
| New | +$45 | ﹤0.01% | 2142 |
|
|
2014
Q3 | – | Sell |
-7,245
| Closed | -$106K | – | 1197 |
|
|
2014
Q2 | $106K | Sell |
7,245
-1,332
| -16% | -$19.5K | 0.02% | 693 |
|
|
2014
Q1 | $107K | Buy |
8,577
+8
| +0.1% | +$100 | 0.03% | 597 |
|
|
2013
Q4 | $122K | Sell |
8,569
-10,658
| -55% | -$152K | 0.04% | 502 |
|
|
2013
Q3 | $256K | Buy |
19,227
+168
| +0.9% | +$2.24K | 0.09% | 262 |
|
|
2013
Q2 | $262K | Buy |
+19,059
| New | +$262K | 0.09% | 262 |
|