B. Riley Wealth Advisors’s Telos TLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-97,535
| Closed | -$345K | – | 1283 |
|
|
2024
Q3 | $345K | Buy |
97,535
+13,160
| +16% | +$46.6K | 0.01% | 890 |
|
|
2024
Q2 | $339K | Sell |
84,375
-7,890
| -9% | -$31.7K | 0.01% | 969 |
|
|
2024
Q1 | $221K | Buy |
92,265
+5,200
| +6% | +$12.4K | 0.01% | 1217 |
|
|
2023
Q4 | $318K | Sell |
87,065
-5,200
| -6% | -$19K | 0.01% | 1024 |
|
|
2023
Q3 | $221K | Buy |
92,265
+5,000
| +6% | +$12K | 0.01% | 1217 |
|
|
2023
Q2 | $223K | Buy |
87,265
+3,000
| +4% | +$7.68K | 0.01% | 1294 |
|
|
2023
Q1 | $213K | Buy |
84,265
+51,000
| +153% | +$129K | 0.01% | 1262 |
|
|
2022
Q4 | $169K | Buy |
33,265
+12,000
| +56% | +$61.1K | ﹤0.01% | 1292 |
|
|
2022
Q3 | $190K | Buy |
+21,265
| New | +$190K | 0.01% | 1239 |
|