B. Riley Wealth Advisors’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,629
| Closed | -$550K | – | 1485 |
|
2021
Q4 | $550K | Buy |
1,629
+44
| +3% | +$14.9K | 0.02% | 758 |
|
2021
Q3 | $378K | Buy |
+1,585
| New | +$378K | 0.01% | 925 |
|
2015
Q1 | – | Sell |
-7
| Closed | – | – | 1705 |
|
2014
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3730 |
|
2014
Q3 | – | Sell |
-7
| Closed | -$324 | – | 1656 |
|
2014
Q2 | $324 | Buy |
+7
| New | +$324 | ﹤0.01% | 2372 |
|
2014
Q1 | – | Sell |
-4,324
| Closed | -$139K | – | 789 |
|
2013
Q4 | $139K | Buy |
+4,324
| New | +$139K | 0.04% | 459 |
|