B. Riley Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-36,824
| Closed | -$2.08M | – | 91 |
|
|
2018
Q3 | $2.08M | Sell |
36,824
-44,316
| -55% | -$2.5M | 0.59% | 33 |
|
|
2018
Q2 | $3.81M | Buy |
81,140
+11,492
| +17% | +$540K | 1% | 17 |
|
|
2018
Q1 | $2.92M | Buy |
69,648
+15,080
| +28% | +$632K | 0.81% | 26 |
|
|
2017
Q4 | $2.31M | Sell |
54,568
-9,236
| -14% | -$391K | 0.6% | 34 |
|
|
2017
Q3 | $2.46M | Buy |
63,804
+21,160
| +50% | +$815K | 0.67% | 36 |
|
|
2017
Q2 | $1.54M | Buy |
42,644
+2,580
| +6% | +$92.9K | 0.42% | 47 |
|
|
2017
Q1 | $1.44M | Sell |
40,064
-892
| -2% | -$32K | 0.72% | 33 |
|
|
2016
Q4 | $1.19M | Sell |
40,956
-536
| -1% | -$15.5K | 0.79% | 37 |
|
|
2016
Q3 | $1.17M | Sell |
41,492
-24,996
| -38% | -$707K | 0.75% | 33 |
|
|
2016
Q2 | $1.59M | Buy |
66,488
+168
| +0.3% | +$4.02K | 0.92% | 28 |
|
|
2016
Q1 | $1.81M | Buy |
66,320
+148
| +0.2% | +$4.03K | 1.33% | 22 |
|
|
2015
Q4 | $1.74M | Buy |
+66,172
| New | +$1.74M | 1.25% | 22 |
|