B. Riley Wealth Management’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $238 | Buy |
11,661
+1,905
| +20% | +$39 | ﹤0.01% | 607 |
|
|
2022
Q1 | $216K | Sell |
9,756
-456
| -4% | -$10.1K | 0.02% | 540 |
|
|
2021
Q4 | $209K | Sell |
10,212
-4,320
| -30% | -$88.4K | 0.01% | 571 |
|
|
2021
Q3 | $260K | Sell |
14,532
-15,600
| -52% | -$279K | 0.02% | 490 |
|
|
2021
Q2 | $538K | Sell |
30,132
-1,143
| -4% | -$20.4K | 0.06% | 225 |
|
|
2021
Q1 | $542K | Buy |
31,275
+1,062
| +4% | +$18.4K | 0.06% | 215 |
|
|
2020
Q4 | $425K | Buy |
+30,213
| New | +$425K | 0.05% | 226 |
|