B. Riley Wealth Advisors’s Palatin Technologies PTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-805
| Closed | -$6K | – | 1509 |
|
|
2022
Q2 | $6K | Hold |
805
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q1 | $10K | Hold |
805
| – | – | ﹤0.01% | 1373 |
|
|
2021
Q4 | $11K | Hold |
805
| – | – | ﹤0.01% | 1403 |
|
|
2021
Q3 | $9K | Hold |
805
| – | – | ﹤0.01% | 1404 |
|
|
2021
Q2 | $13K | Hold |
805
| – | – | ﹤0.01% | 1368 |
|
|
2021
Q1 | $14K | Buy |
+805
| New | +$14K | ﹤0.01% | 1343 |
|
|
2020
Q4 | – | Sell |
-3,240
| Closed | -$39K | – | 1083 |
|
|
2020
Q3 | $39K | Hold |
3,240
| – | – | ﹤0.01% | 927 |
|
|
2020
Q2 | $42K | Hold |
3,240
| – | – | ﹤0.01% | 846 |
|
|
2020
Q1 | $35K | Hold |
3,240
| – | – | ﹤0.01% | 766 |
|
|
2019
Q4 | $64K | Hold |
3,240
| – | – | 0.01% | 806 |
|
|
2019
Q3 | $74K | Hold |
3,240
| – | – | 0.01% | 779 |
|
|
2019
Q2 | $94K | Buy |
3,240
+160
| +5% | +$4.64K | 0.01% | 756 |
|
|
2019
Q1 | $76K | Hold |
3,080
| – | – | 0.01% | 709 |
|
|
2018
Q4 | $55K | Hold |
3,080
| – | – | 0.01% | 643 |
|
|
2018
Q3 | $77K | Hold |
3,080
| – | – | 0.01% | 695 |
|
|
2018
Q2 | $75K | Buy |
3,080
+1,560
| +103% | +$38K | 0.01% | 650 |
|
|
2018
Q1 | $42K | Hold |
1,520
| – | – | 0.01% | 658 |
|
|
2017
Q4 | $33K | Buy |
+1,520
| New | +$33K | ﹤0.01% | 635 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$7K | – | 581 |
|
|
2017
Q2 | $7K | Sell |
600
-12,000
| -95% | -$140K | ﹤0.01% | 521 |
|
|
2017
Q1 | $104K | Buy |
12,600
+4,000
| +47% | +$33K | 0.02% | 487 |
|
|
2016
Q4 | $109K | Sell |
8,600
-1,000
| -10% | -$12.7K | 0.02% | 496 |
|
|
2016
Q3 | $151K | Buy |
9,600
+4,000
| +71% | +$62.9K | 0.03% | 559 |
|
|
2016
Q2 | $62K | Hold |
5,600
| – | – | 0.01% | 587 |
|
|
2016
Q1 | $76K | Buy |
5,600
+1,000
| +22% | +$13.6K | 0.02% | 519 |
|
|
2015
Q4 | $77K | Hold |
4,600
| – | – | 0.02% | 528 |
|
|
2015
Q3 | $94K | Buy |
4,600
+2,000
| +77% | +$40.9K | 0.02% | 514 |
|
|
2015
Q2 | $58K | Buy |
2,600
+1,637
| +170% | +$36.5K | 0.01% | 512 |
|
|
2015
Q1 | $25K | Sell |
963
-162
| -14% | -$4.21K | 0.01% | 554 |
|
|
2014
Q4 | $113 | Buy |
1,125
+725
| +181% | +$73 | ﹤0.01% | 1648 |
|
|
2014
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 665 |
|
|
2014
Q2 | $9.9K | Hold |
400
| – | – | ﹤0.01% | 1791 |
|
|
2014
Q1 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 752 |
|