B. Riley Wealth Advisors’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,075
| Closed | -$523K | – | 1305 |
|
|
2024
Q3 | $523K | Sell |
3,075
-70
| -2% | -$11.9K | 0.01% | 728 |
|
|
2024
Q2 | $548K | Buy |
+3,145
| New | +$548K | 0.01% | 775 |
|
|
2022
Q1 | – | Sell |
-2,437
| Closed | -$267K | – | 1516 |
|
|
2021
Q4 | $267K | Buy |
2,437
+192
| +9% | +$21K | 0.01% | 1136 |
|
|
2021
Q3 | $255K | Buy |
+2,245
| New | +$255K | 0.01% | 1130 |
|
|
2021
Q1 | – | Sell |
-2,843
| Closed | -$347K | – | 1419 |
|
|
2020
Q4 | $347K | Sell |
2,843
-248
| -8% | -$30.3K | 0.02% | 679 |
|
|
2020
Q3 | $248K | Buy |
3,091
+70
| +2% | +$5.62K | 0.01% | 775 |
|
|
2020
Q2 | $235K | Buy |
+3,021
| New | +$235K | 0.02% | 715 |
|
|
2020
Q1 | – | Sell |
-3,330
| Closed | -$395K | – | 905 |
|
|
2019
Q4 | $395K | Sell |
3,330
-677
| -17% | -$80.3K | 0.03% | 502 |
|
|
2019
Q3 | $433K | Buy |
4,007
+428
| +12% | +$46.3K | 0.04% | 449 |
|
|
2019
Q2 | $406K | Buy |
+3,579
| New | +$406K | 0.04% | 453 |
|