B. Riley Wealth Advisors’s Energous WATT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-18
| Closed | -$48K | – | 856 |
|
|
2019
Q2 | $48K | Hold |
18
| – | – | 0.01% | 774 |
|
|
2019
Q1 | $70K | Sell |
18
-97
| -84% | -$377K | 0.01% | 713 |
|
|
2018
Q4 | $399K | Hold |
115
| – | – | 0.06% | 362 |
|
|
2018
Q3 | $696K | Sell |
115
-4
| -3% | -$24.2K | 0.08% | 257 |
|
|
2018
Q2 | $1.06M | Buy |
119
+48
| +68% | +$426K | 0.14% | 171 |
|
|
2018
Q1 | $684K | Buy |
71
+18
| +34% | +$173K | 0.1% | 229 |
|
|
2017
Q4 | $624K | Sell |
53
-1
| -2% | -$11.8K | 0.08% | 261 |
|
|
2017
Q3 | $411K | Buy |
+54
| New | +$411K | 0.07% | 305 |
|