B. Riley Wealth Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
+3,014
| New | +$265K | 0.01% | 744 |
|
|
2024
Q4 | $231K | Buy |
+3,543
| New | +$231K | 0.01% | 972 |
|
|
2024
Q3 | – | Sell |
-4,748
| Closed | -$203K | – | 1432 |
|
|
2024
Q2 | $203K | Buy |
+4,748
| New | +$203K | 0.01% | 1230 |
|
|
2024
Q1 | – | Sell |
-14,323
| Closed | -$527K | – | 1519 |
|
|
2023
Q4 | $527K | Buy |
+14,323
| New | +$527K | 0.01% | 780 |
|
|
2023
Q3 | – | Sell |
-5,017
| Closed | -$215K | – | 1629 |
|
|
2023
Q2 | $215K | Sell |
5,017
-55
| -1% | -$2.35K | ﹤0.01% | 1317 |
|
|
2023
Q1 | $219K | Buy |
+5,072
| New | +$219K | 0.01% | 1245 |
|
|
2016
Q3 | – | Sell |
-5,192
| Closed | -$212K | – | 654 |
|
|
2016
Q2 | $212K | Sell |
5,192
-536
| -9% | -$21.9K | 0.04% | 515 |
|
|
2016
Q1 | $230K | Buy |
+5,728
| New | +$230K | 0.05% | 427 |
|
|
2015
Q1 | – | Sell |
-468
| Closed | -$18 | – | 1861 |
|
|
2014
Q4 | $18 | Buy |
+468
| New | +$18 | ﹤0.01% | 2598 |
|
|
2014
Q3 | – | Sell |
-123
| Closed | -$4.21K | – | 1778 |
|
|
2014
Q2 | $4.21K | Buy |
+123
| New | +$4.21K | ﹤0.01% | 2091 |
|