B. Riley Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,840
| Closed | -$228K | – | 791 |
|
|
2022
Q1 | $228K | Buy |
3,840
+453
| +13% | +$26.9K | 0.02% | 525 |
|
|
2021
Q4 | $237K | Hold |
3,387
| – | – | 0.02% | 532 |
|
|
2021
Q3 | $218K | Buy |
+3,387
| New | +$218K | 0.02% | 545 |
|
|
2020
Q2 | – | Sell |
-3,060
| Closed | -$97K | – | 512 |
|
|
2020
Q1 | $97K | Sell |
3,060
-5,055
| -62% | -$160K | 0.01% | 479 |
|
|
2019
Q4 | $290K | Buy |
8,115
+1,743
| +27% | +$62.3K | 0.04% | 296 |
|
|
2019
Q3 | $211K | Buy |
+6,372
| New | +$211K | 0.04% | 330 |
|