B. Riley Wealth Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
+4,249
| New | +$380K | 0.02% | 610 |
|
|
2024
Q4 | $356K | Sell |
4,611
-211
| -4% | -$16.3K | 0.01% | 804 |
|
|
2024
Q3 | $352K | Sell |
4,822
-5
| -0.1% | -$365 | 0.01% | 879 |
|
|
2024
Q2 | $291K | Buy |
+4,827
| New | +$291K | 0.01% | 1041 |
|
|
2024
Q1 | – | Sell |
-4,939
| Closed | -$287K | – | 1494 |
|
|
2023
Q4 | $287K | Buy |
+4,939
| New | +$287K | 0.01% | 1071 |
|
|
2017
Q3 | – | Sell |
-10,116
| Closed | -$242K | – | 574 |
|
|
2017
Q2 | $242K | Sell |
10,116
-33
| -0.3% | -$789 | 0.04% | 430 |
|
|
2017
Q1 | $235K | Sell |
10,149
-399
| -4% | -$9.24K | 0.05% | 421 |
|
|
2016
Q4 | $236K | Sell |
10,548
-84
| -0.8% | -$1.88K | 0.05% | 407 |
|
|
2016
Q3 | $240K | Sell |
10,632
-27
| -0.3% | -$609 | 0.05% | 479 |
|
|
2016
Q2 | $230K | Sell |
10,659
-237
| -2% | -$5.11K | 0.05% | 497 |
|
|
2016
Q1 | $241K | Buy |
+10,896
| New | +$241K | 0.06% | 412 |
|
|
2014
Q3 | – | Sell |
-1,200
| Closed | -$15.4K | – | 1431 |
|
|
2014
Q2 | $15.4K | Buy |
+1,200
| New | +$15.4K | ﹤0.01% | 1591 |
|