BRWM
B. Riley Wealth Management’s Main Street Capital MAIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.21K | Buy |
31,492
+19,484
| +162% | +$750 | ﹤0.01% | 271 |
|
|
2022
Q1 | $512K | Buy |
12,008
+1,190
| +11% | +$50.7K | 0.04% | 324 |
|
|
2021
Q4 | $485K | Buy |
10,818
+3,491
| +48% | +$157K | 0.03% | 359 |
|
|
2021
Q3 | $301K | Buy |
7,327
+533
| +8% | +$21.9K | 0.02% | 458 |
|
|
2021
Q2 | $279K | Sell |
6,794
-1,596
| -19% | -$65.5K | 0.03% | 327 |
|
|
2021
Q1 | $328K | Buy |
8,390
+896
| +12% | +$35K | 0.04% | 285 |
|
|
2020
Q4 | $242K | Sell |
7,494
-17,228
| -70% | -$556K | 0.03% | 300 |
|
|
2020
Q3 | $731K | Buy |
+24,722
| New | +$731K | 0.09% | 179 |
|
|
2020
Q2 | – | Sell |
-14,692
| Closed | -$301K | – | 503 |
|
|
2020
Q1 | $301K | Buy |
+14,692
| New | +$301K | 0.03% | 357 |
|
|
2016
Q1 | – | Sell |
-17,477
| Closed | -$508K | – | 153 |
|
|
2015
Q4 | $508K | Sell |
17,477
-7,849
| -31% | -$228K | 0.65% | 44 |
|
|
2015
Q3 | $675K | Sell |
25,326
-2,741
| -10% | -$73.1K | 0.96% | 25 |
|
|
2015
Q2 | $895K | Sell |
28,067
-8,355
| -23% | -$266K | 0.71% | 25 |
|
|
2015
Q1 | $1.13M | Buy |
36,422
+31
| +0.1% | +$958 | 0.85% | 14 |
|
|
2014
Q4 | $1.06M | Sell |
36,391
-2,134
| -6% | -$62.4K | 0.87% | 21 |
|
|
2014
Q3 | $1.18M | Sell |
38,525
-1,452
| -4% | -$44.5K | 0.88% | 15 |
|
|
2014
Q2 | $1.32M | Buy |
39,977
+9,451
| +31% | +$311K | 0.85% | 15 |
|
|
2014
Q1 | $1M | Buy |
+30,526
| New | +$1M | 0.74% | 20 |
|