B. Riley Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.18K | Sell |
13,187
-1,744
| -12% | -$288 | ﹤0.01% | 202 |
|
|
2022
Q1 | $3.17M | Buy |
14,931
+207
| +1% | +$43.9K | 0.24% | 94 |
|
|
2021
Q4 | $3.74M | Buy |
14,724
+2,231
| +18% | +$567K | 0.26% | 91 |
|
|
2021
Q3 | $3.39M | Buy |
12,493
+1,560
| +14% | +$423K | 0.26% | 92 |
|
|
2021
Q2 | $2.67M | Sell |
10,933
-918
| -8% | -$224K | 0.3% | 85 |
|
|
2021
Q1 | $2.51M | Buy |
11,851
+2,823
| +31% | +$598K | 0.29% | 84 |
|
|
2020
Q4 | $2.01M | Buy |
9,028
+1,601
| +22% | +$356K | 0.26% | 89 |
|
|
2020
Q3 | $1.87M | Buy |
7,427
+3,836
| +107% | +$964K | 0.22% | 99 |
|
|
2020
Q2 | $672K | Sell |
3,591
-1,194
| -25% | -$223K | 0.07% | 197 |
|
|
2020
Q1 | $689K | Sell |
4,785
-4,532
| -49% | -$653K | 0.07% | 230 |
|
|
2019
Q4 | $1.52M | Sell |
9,317
-188
| -2% | -$30.6K | 0.23% | 103 |
|
|
2019
Q3 | $1.41M | Sell |
9,505
-862
| -8% | -$128K | 0.25% | 94 |
|
|
2019
Q2 | $1.57K | Buy |
10,367
+6,750
| +187% | +$1.02K | 0.24% | 82 |
|
|
2019
Q1 | $573K | Sell |
3,617
-2,233
| -38% | -$354K | 0.1% | 195 |
|
|
2018
Q4 | $801K | Buy |
5,850
+2,347
| +67% | +$321K | 0.17% | 133 |
|
|
2018
Q3 | $557K | Buy |
+3,503
| New | +$557K | 0.14% | 139 |
|
|
2015
Q3 | – | Sell |
-5,000
| Closed | -$348K | – | 252 |
|
|
2015
Q2 | $348K | Buy |
+5,000
| New | +$348K | 0.28% | 97 |
|
|
2015
Q1 | – | Sell |
-8,900
| Closed | -$527K | – | 1028 |
|
|
2014
Q4 | $527K | Buy |
+8,900
| New | +$527K | 0.43% | 49 |
|