B. Riley Wealth Management’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,698
| Closed | -$397K | – | 696 |
|
|
2021
Q4 | $397K | Sell |
1,698
-90
| -5% | -$21K | 0.03% | 398 |
|
|
2021
Q3 | $403K | Sell |
1,788
-113
| -6% | -$25.5K | 0.03% | 385 |
|
|
2021
Q2 | $524K | Sell |
1,901
-9
| -0.5% | -$2.48K | 0.06% | 229 |
|
|
2021
Q1 | $512K | Buy |
1,910
+75
| +4% | +$20.1K | 0.06% | 224 |
|
|
2020
Q4 | $577K | Sell |
1,835
-73
| -4% | -$23K | 0.07% | 188 |
|
|
2020
Q3 | $463K | Buy |
1,908
+1,027
| +117% | +$249K | 0.05% | 236 |
|
|
2020
Q2 | $227K | Buy |
+881
| New | +$227K | 0.02% | 351 |
|