B. Riley Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $218K | Buy |
+363
| New | +$218K | 0.01% | 1006 |
|
|
2024
Q2 | – | Sell |
-799
| Closed | -$410K | – | 1525 |
|
|
2024
Q1 | $410K | Buy |
799
+368
| +85% | +$207K | 0.01% | 897 |
|
|
2023
Q4 | $244K | Sell |
431
-368
| -46% | -$190K | 0.01% | 1148 |
|
|
2023
Q3 | $410K | Buy |
799
+208
| +35% | +$109K | 0.01% | 897 |
|
|
2023
Q2 | $277K | Sell |
591
-179
| -23% | -$87.3K | 0.01% | 1162 |
|
|
2023
Q1 | $431K | Sell |
770
-8
| -1% | -$4.23K | 0.01% | 870 |
|
|
2022
Q4 | $362K | Sell |
778
-180
| -19% | -$83.8K | 0.01% | 945 |
|
|
2022
Q3 | $404K | Sell |
958
-974
| -50% | -$446K | 0.01% | 857 |
|
|
2022
Q2 | $796K | Buy |
1,932
+33
| +2% | +$14.4K | 0.03% | 491 |
|
|
2022
Q1 | $955K | Buy |
1,899
+106
| +6% | +$55K | 0.03% | 508 |
|
|
2021
Q4 | $1.1M | Buy |
1,793
+24
| +1% | +$15.1K | 0.03% | 499 |
|
|
2021
Q3 | $1.08M | Buy |
1,769
+8
| +0.5% | +$4.89K | 0.03% | 496 |
|
|
2021
Q2 | $938K | Sell |
1,761
-2,987
| -63% | -$1.42M | 0.03% | 531 |
|
|
2021
Q1 | $1.99M | Buy |
4,748
+1,843
| +63% | +$774K | 0.07% | 304 |
|
|
2020
Q4 | $1.3M | Sell |
2,905
-1,883
| -39% | -$739K | 0.07% | 270 |
|
|
2020
Q3 | $1.66M | Buy |
4,788
+2,313
| +93% | +$840K | 0.09% | 229 |
|
|
2020
Q2 | $827K | Buy |
2,475
+271
| +12% | +$87.6K | 0.06% | 319 |
|
|
2020
Q1 | $637K | Sell |
2,204
-70
| -3% | -$19.8K | 0.05% | 329 |
|
|
2019
Q4 | $587K | Sell |
2,274
-151
| -6% | -$36.8K | 0.05% | 378 |
|
|
2019
Q3 | $528K | Sell |
2,425
-124
| -5% | -$28.7K | 0.05% | 392 |
|
|
2019
Q2 | $609K | Sell |
2,549
-163
| -6% | -$36.5K | 0.07% | 303 |
|
|
2019
Q1 | $540K | Sell |
2,712
-14
| -0.5% | -$2.44K | 0.07% | 314 |
|
|
2018
Q4 | $402K | Sell |
2,726
-28
| -1% | -$4.26K | 0.06% | 361 |
|
|
2018
Q3 | $489K | Hold |
2,754
| – | – | 0.06% | 357 |
|
|
2018
Q2 | $456K | Buy |
2,754
+53
| +2% | +$8.36K | 0.06% | 346 |
|
|
2018
Q1 | $404K | Buy |
2,701
+495
| +22% | +$70.9K | 0.06% | 362 |
|
|
2017
Q4 | $280K | Buy |
+2,206
| New | +$275K | 0.04% | 475 |
|
Other funds holding MSCI
