B. Riley Wealth Advisors’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,184
| Closed | -$314K | – | 1492 |
|
|
2022
Q2 | $314K | Buy |
+8,184
| New | +$314K | 0.01% | 855 |
|
|
2021
Q2 | – | Sell |
-9,688
| Closed | -$243K | – | 1416 |
|
|
2021
Q1 | $243K | Sell |
9,688
-2,727
| -22% | -$68.4K | 0.01% | 1103 |
|
|
2020
Q4 | $358K | Buy |
+12,415
| New | +$358K | 0.02% | 665 |
|