WAM
Worth Asset Management’s B. Riley Financial RILY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,027
| Closed | -$35.1K | – | 527 |
|
|
2022
Q4 | $35.1K | Sell |
1,027
-41
| -4% | -$1.4K | 0.02% | 216 |
|
|
2022
Q3 | $48K | Sell |
1,068
-176
| -14% | -$7.91K | 0.04% | 148 |
|
|
2022
Q2 | $53K | Buy |
1,244
+4
| +0.3% | +$170 | 0.04% | 188 |
|
|
2022
Q1 | $58K | Buy |
+1,240
| New | +$58K | 0.04% | 194 |
|