IWA
IVC Wealth Advisors’s Riot Platforms RIOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,425
| Closed | -$125K | – | 172 |
|
|
2023
Q3 | $125K | Buy |
13,425
+2,400
| +22% | +$22.4K | 0.08% | 146 |
|
|
2023
Q2 | $130K | Buy |
+11,025
| New | +$130K | 0.08% | 154 |
|
|
2022
Q4 | – | Sell |
-10,350
| Closed | -$73K | – | 157 |
|
|
2022
Q3 | $73K | Hold |
10,350
| – | – | 0.06% | 141 |
|
|
2022
Q2 | $43K | Buy |
10,350
+200
| +2% | +$831 | 0.03% | 139 |
|
|
2022
Q1 | $215K | Buy |
10,150
+75
| +0.7% | +$1.59K | 0.14% | 140 |
|
|
2021
Q4 | $225K | Buy |
10,075
+675
| +7% | +$15.1K | 0.15% | 126 |
|
|
2021
Q3 | $242K | Buy |
9,400
+850
| +10% | +$21.9K | 0.17% | 118 |
|
|
2021
Q2 | $322K | Buy |
8,550
+200
| +2% | +$7.53K | 0.23% | 106 |
|
|
2021
Q1 | $445K | Sell |
8,350
-12,150
| -59% | -$648K | 0.35% | 76 |
|
|
2020
Q4 | $348K | Buy |
+20,500
| New | +$348K | 0.33% | 79 |
|