B. Riley Wealth Advisors’s iQIYI IQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,443
| Closed | -$186K | – | 881 |
|
|
2020
Q1 | $186K | Sell |
10,443
-4,010
| -28% | -$71.4K | 0.02% | 686 |
|
|
2019
Q4 | $306K | Sell |
14,453
-1,585
| -10% | -$33.6K | 0.03% | 589 |
|
|
2019
Q3 | $259K | Hold |
16,038
| – | – | 0.03% | 638 |
|
|
2019
Q2 | $332K | Buy |
16,038
+170
| +1% | +$3.52K | 0.04% | 520 |
|
|
2019
Q1 | $380K | Buy |
15,868
+794
| +5% | +$19K | 0.05% | 413 |
|
|
2018
Q4 | $225K | Sell |
15,074
-4,945
| -25% | -$73.8K | 0.03% | 544 |
|
|
2018
Q3 | $542K | Buy |
20,019
+13,749
| +219% | +$372K | 0.06% | 330 |
|
|
2018
Q2 | $203K | Buy |
+6,270
| New | +$203K | 0.03% | 610 |
|