B. Riley Wealth Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-39,173
| Closed | -$5.22M | – | 1436 |
|
|
2021
Q1 | $5.22M | Buy |
+39,173
| New | +$5.22M | 0.18% | 131 |
|
|
2015
Q1 | – | Sell |
-152
| Closed | -$23 | – | 1589 |
|
|
2014
Q4 | $23 | Buy |
+152
| New | +$23 | ﹤0.01% | 2479 |
|
|
2014
Q3 | – | Sell |
-233
| Closed | -$30.4K | – | 1549 |
|
|
2014
Q2 | $30.4K | Buy |
+233
| New | +$30.4K | 0.01% | 1262 |
|