BRWA
B. Riley Wealth Advisors’s RingCentral RNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,015
| Closed | -$393K | – | 1610 |
|
|
2023
Q2 | $393K | Buy |
+12,015
| New | +$393K | 0.01% | 980 |
|
|
2022
Q1 | – | Sell |
-2,638
| Closed | -$495K | – | 1482 |
|
|
2021
Q4 | $495K | Sell |
2,638
-293
| -10% | -$55K | 0.01% | 814 |
|
|
2021
Q3 | $713K | Sell |
2,931
-81
| -3% | -$19.7K | 0.02% | 636 |
|
|
2021
Q2 | $883K | Sell |
3,012
-35,557
| -92% | -$10.4M | 0.03% | 550 |
|
|
2021
Q1 | $11.5M | Sell |
38,569
-2,145
| -5% | -$639K | 0.41% | 46 |
|
|
2020
Q4 | $15.3M | Sell |
40,714
-5,274
| -11% | -$1.99M | 0.82% | 16 |
|
|
2020
Q3 | $12.9M | Buy |
45,988
+23,306
| +103% | +$6.52M | 0.69% | 28 |
|
|
2020
Q2 | $6.47M | Buy |
22,682
+19,806
| +689% | +$5.65M | 0.43% | 54 |
|
|
2020
Q1 | $610K | Buy |
+2,876
| New | +$610K | 0.05% | 343 |
|
|
2018
Q4 | – | Sell |
-4,135
| Closed | -$385K | – | 724 |
|
|
2018
Q3 | $385K | Buy |
4,135
+11
| +0.3% | +$1.02K | 0.05% | 415 |
|
|
2018
Q2 | $291K | Sell |
4,124
-1,434
| -26% | -$101K | 0.04% | 478 |
|
|
2018
Q1 | $353K | Buy |
+5,558
| New | +$353K | 0.05% | 405 |
|