B. Riley Wealth Advisors’s Ferrari RACE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $305K | Sell |
718
-177
| -20% | -$75.2K | 0.01% | 865 |
|
2024
Q3 | $418K | Sell |
895
-524
| -37% | -$245K | 0.01% | 815 |
|
2024
Q2 | $579K | Sell |
1,419
-721
| -34% | -$294K | 0.01% | 748 |
|
2024
Q1 | $632K | Sell |
2,140
-280
| -12% | -$82.8K | 0.02% | 686 |
|
2023
Q4 | $819K | Buy |
2,420
+280
| +13% | +$94.8K | 0.02% | 593 |
|
2023
Q3 | $632K | Buy |
2,140
+230
| +12% | +$68K | 0.02% | 686 |
|
2023
Q2 | $621K | Buy |
1,910
+515
| +37% | +$167K | 0.01% | 760 |
|
2023
Q1 | $378K | Buy |
+1,395
| New | +$378K | 0.01% | 939 |
|
2022
Q4 | – | Sell |
-1,224
| Closed | -$226K | – | 1576 |
|
2022
Q3 | $226K | Sell |
1,224
-259
| -17% | -$47.8K | 0.01% | 1171 |
|
2022
Q2 | $273K | Sell |
1,483
-309
| -17% | -$56.9K | 0.01% | 919 |
|
2022
Q1 | $391K | Buy |
1,792
+511
| +40% | +$111K | 0.01% | 890 |
|
2021
Q4 | $332K | Buy |
+1,281
| New | +$332K | 0.01% | 1016 |
|
2021
Q3 | – | Sell |
-1,329
| Closed | -$275K | – | 1456 |
|
2021
Q2 | $275K | Sell |
1,329
-283
| -18% | -$58.6K | 0.01% | 1073 |
|
2021
Q1 | $342K | Buy |
1,612
+493
| +44% | +$105K | 0.01% | 930 |
|
2020
Q4 | $258K | Buy |
+1,119
| New | +$258K | 0.01% | 838 |
|
2019
Q1 | – | Sell |
-2,655
| Closed | -$264K | – | 772 |
|
2018
Q4 | $264K | Buy |
2,655
+3
| +0.1% | +$298 | 0.04% | 481 |
|
2018
Q3 | $363K | Sell |
2,652
-255
| -9% | -$34.9K | 0.04% | 434 |
|
2018
Q2 | $393K | Buy |
2,907
+252
| +9% | +$34.1K | 0.05% | 392 |
|
2018
Q1 | $320K | Sell |
2,655
-147
| -5% | -$17.7K | 0.04% | 434 |
|
2017
Q4 | $294K | Sell |
2,802
-7
| -0.2% | -$734 | 0.04% | 459 |
|
2017
Q3 | $311K | Buy |
2,809
+50
| +2% | +$5.54K | 0.05% | 363 |
|
2017
Q2 | $238K | Buy |
+2,759
| New | +$238K | 0.04% | 433 |
|