B. Riley Wealth Advisors’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,250
| Closed | -$52.4K | – | 1631 |
|
|
2023
Q1 | $52.4K | Hold |
10,250
| – | – | ﹤0.01% | 1434 |
|
|
2022
Q4 | $31.9K | Buy |
+10,250
| New | +$31.9K | ﹤0.01% | 1434 |
|
|
2019
Q3 | – | Sell |
-7,010
| Closed | -$225K | – | 847 |
|
|
2019
Q2 | $225K | Sell |
7,010
-100
| -1% | -$3.21K | 0.02% | 674 |
|
|
2019
Q1 | $201K | Buy |
+7,110
| New | +$201K | 0.03% | 660 |
|
|
2018
Q4 | – | Sell |
-8,660
| Closed | -$380K | – | 728 |
|
|
2018
Q3 | $380K | Sell |
8,660
-14,625
| -63% | -$642K | 0.05% | 419 |
|
|
2018
Q2 | $639K | Buy |
+23,285
| New | +$639K | 0.08% | 261 |
|