B. Riley Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-428
| Closed | -$217K | – | 1218 |
|
|
2024
Q3 | $217K | Sell |
428
-71
| -14% | -$36K | 0.01% | 1099 |
|
|
2024
Q2 | $224K | Sell |
499
-94
| -16% | -$42.2K | 0.01% | 1172 |
|
|
2024
Q1 | $204K | Buy |
593
+102
| +21% | +$35K | 0.01% | 1268 |
|
|
2023
Q4 | $221K | Sell |
491
-102
| -17% | -$46K | 0.01% | 1206 |
|
|
2023
Q3 | $204K | Sell |
593
-25
| -4% | -$8.59K | 0.01% | 1268 |
|
|
2023
Q2 | $216K | Sell |
618
-463
| -43% | -$162K | ﹤0.01% | 1308 |
|
|
2023
Q1 | $352K | Buy |
1,081
+109
| +11% | +$35.5K | 0.01% | 980 |
|
|
2022
Q4 | $327K | Buy |
+972
| New | +$327K | 0.01% | 999 |
|
|
2022
Q2 | – | Sell |
-706
| Closed | -$212K | – | 1303 |
|
|
2022
Q1 | $212K | Buy |
+706
| New | +$212K | 0.01% | 1187 |
|
|
2015
Q1 | – | Sell |
-477
| Closed | -$40 | – | 1263 |
|
|
2014
Q4 | $40 | Buy |
+477
| New | +$40 | ﹤0.01% | 2198 |
|
|
2014
Q3 | – | Sell |
-82
| Closed | -$5.78K | – | 1264 |
|
|
2014
Q2 | $5.78K | Buy |
+82
| New | +$5.78K | ﹤0.01% | 1989 |
|