B. Riley Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,470
| Closed | -$346K | – | 1389 |
|
|
2022
Q1 | $346K | Sell |
3,470
-101,397
| -97% | -$10.1M | 0.01% | 946 |
|
|
2021
Q4 | $15M | Buy |
104,867
+21,050
| +25% | +$3.01M | 0.43% | 39 |
|
|
2021
Q3 | $10.6M | Buy |
+83,817
| New | +$10.6M | 0.34% | 60 |
|
|
2021
Q2 | – | Sell |
-2,719
| Closed | -$273K | – | 1469 |
|
|
2021
Q1 | $273K | Buy |
+2,719
| New | +$273K | 0.01% | 1042 |
|