B. Riley Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-6,914
| Closed | -$932K | – | 226 |
|
2018
Q2 | $932K | Sell |
6,914
-194
| -3% | -$26.2K | 0.24% | 74 |
|
2018
Q1 | $1.04M | Buy |
7,108
+5,226
| +278% | +$766K | 0.29% | 83 |
|
2017
Q4 | $276K | Buy |
1,882
+40
| +2% | +$5.87K | 0.07% | 227 |
|
2017
Q3 | $255K | Buy |
+1,842
| New | +$255K | 0.07% | 227 |
|