B. Riley Wealth Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,186
| Closed | -$201K | – | 1512 |
|
|
2023
Q4 | $201K | Buy |
+3,186
| New | +$201K | 0.01% | 1261 |
|
|
2015
Q1 | – | Sell |
-357
| Closed | -$19 | – | 1786 |
|
|
2014
Q4 | $19 | Buy |
+357
| New | +$19 | ﹤0.01% | 2576 |
|
|
2014
Q3 | – | Sell |
-357
| Closed | -$17.3K | – | 1722 |
|
|
2014
Q2 | $17.3K | Buy |
+357
| New | +$17.3K | ﹤0.01% | 1531 |
|