B. Riley Wealth Advisors’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,570
| Closed | -$187K | – | 529 |
|
|
2016
Q4 | $187K | Buy |
11,570
+180
| +2% | +$2.91K | 0.04% | 471 |
|
|
2016
Q3 | $134K | Buy |
+11,390
| New | +$134K | 0.03% | 566 |
|
|
2015
Q1 | – | Sell |
-190
| Closed | -$5 | – | 871 |
|
|
2014
Q4 | $5 | Buy |
+190
| New | +$5 | ﹤0.01% | 3131 |
|
|
2014
Q3 | – | Sell |
-190
| Closed | -$5.98K | – | 904 |
|
|
2014
Q2 | $5.98K | Buy |
+190
| New | +$5.98K | ﹤0.01% | 1981 |
|