BRWA
B. Riley Wealth Advisors’s Worthington Enterprises WOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-48,901
| Closed | -$2.52M | – | 1400 |
|
|
2022
Q1 | $2.52M | Sell |
48,901
-11,350
| -19% | -$584K | 0.08% | 249 |
|
|
2021
Q4 | $3.29M | Buy |
60,251
+10,660
| +21% | +$583K | 0.09% | 234 |
|
|
2021
Q3 | $2.61M | Buy |
49,591
+13,083
| +36% | +$690K | 0.08% | 275 |
|
|
2021
Q2 | $2.23M | Buy |
36,508
+13,971
| +62% | +$855K | 0.07% | 313 |
|
|
2021
Q1 | $1.51M | Buy |
22,537
+17,450
| +343% | +$1.17M | 0.05% | 377 |
|
|
2020
Q4 | $262K | Buy |
+5,087
| New | +$262K | 0.01% | 829 |
|
|
2017
Q2 | – | Sell |
-6,212
| Closed | -$281K | – | 558 |
|
|
2017
Q1 | $281K | Sell |
6,212
-277
| -4% | -$12.5K | 0.06% | 358 |
|
|
2016
Q4 | $308K | Sell |
6,489
-4
| -0.1% | -$190 | 0.06% | 337 |
|
|
2016
Q3 | $312K | Buy |
6,493
+16
| +0.2% | +$769 | 0.06% | 393 |
|
|
2016
Q2 | $274K | Buy |
+6,477
| New | +$274K | 0.05% | 422 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$3 | – | 1982 |
|
|
2014
Q4 | $3 | Buy |
+100
| New | +$3 | ﹤0.01% | 3323 |
|
|
2014
Q3 | – | Sell |
-350
| Closed | -$15.1K | – | 1894 |
|
|
2014
Q2 | $15.1K | Buy |
+350
| New | +$15.1K | ﹤0.01% | 1607 |
|