B. Riley Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$291 Sell
32,114
-4,918
-13% -$45 ﹤0.01% 540
2022
Q1
$508K Buy
37,032
+950
+3% +$13K 0.04% 326
2021
Q4
$657K Sell
36,082
-27,326
-43% -$498K 0.05% 291
2021
Q3
$1.52M Buy
63,408
+25,920
+69% +$623K 0.12% 174
2021
Q2
$988K Sell
37,488
-11,131
-23% -$293K 0.11% 164
2021
Q1
$1.13M Sell
48,619
-5,555
-10% -$129K 0.13% 146
2020
Q4
$1.28M Buy
+54,174
New +$1.28M 0.16% 123