B. Riley Wealth Advisors’s American Strategic Investment Co NYC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,526
| Closed | -$35.8K | – | 1590 |
|
2022
Q4 | $35.8K | Sell |
2,526
-133
| -5% | -$1.88K | ﹤0.01% | 1424 |
|
2022
Q3 | $69K | Sell |
2,659
-356
| -12% | -$9.24K | ﹤0.01% | 1363 |
|
2022
Q2 | $127K | Sell |
3,015
-27
| -0.9% | -$1.14K | 0.01% | 1101 |
|
2022
Q1 | $322K | Buy |
3,042
+26
| +0.9% | +$2.75K | 0.01% | 978 |
|
2021
Q4 | $256K | Sell |
3,016
-245
| -8% | -$20.8K | 0.01% | 1151 |
|
2021
Q3 | $211K | Buy |
3,261
+720
| +28% | +$46.6K | 0.01% | 1220 |
|
2021
Q2 | $267K | Buy |
2,541
+328
| +15% | +$34.5K | 0.01% | 1087 |
|
2021
Q1 | $153K | Buy |
+2,213
| New | +$153K | 0.01% | 1232 |
|