B. Riley Wealth Advisors’s ArrowMark Financial BANX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,340
| Closed | -$205K | – | 1380 |
|
|
2021
Q1 | $205K | Buy |
+10,340
| New | +$205K | 0.01% | 1184 |
|
|
2019
Q1 | – | Sell |
-16,661
| Closed | -$322K | – | 744 |
|
|
2018
Q4 | $322K | Sell |
16,661
-563
| -3% | -$10.9K | 0.05% | 414 |
|
|
2018
Q3 | $387K | Buy |
17,224
+1,024
| +6% | +$23K | 0.05% | 412 |
|
|
2018
Q2 | $371K | Buy |
16,200
+500
| +3% | +$11.5K | 0.05% | 402 |
|
|
2018
Q1 | $342K | Buy |
15,700
+1,741
| +12% | +$37.9K | 0.05% | 413 |
|
|
2017
Q4 | $281K | Buy |
13,959
+2,659
| +24% | +$53.5K | 0.04% | 471 |
|
|
2017
Q3 | $234K | Buy |
+11,300
| New | +$234K | 0.04% | 452 |
|