B. Riley Wealth Advisors’s Westrock Coffee WEST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,578
| Closed | -$159K | – | 1303 |
|
|
2024
Q3 | $159K | Buy |
24,578
+5,200
| +27% | +$33.7K | ﹤0.01% | 1171 |
|
|
2024
Q2 | $198K | Buy |
19,378
+138
| +0.7% | +$1.41K | 0.01% | 1244 |
|
|
2024
Q1 | $170K | Sell |
19,240
-1,000
| -5% | -$8.86K | ﹤0.01% | 1298 |
|
|
2023
Q4 | $207K | Buy |
20,240
+1,000
| +5% | +$10.2K | 0.01% | 1246 |
|
|
2023
Q3 | $170K | Buy |
+19,240
| New | +$170K | ﹤0.01% | 1298 |
|