B. Riley Wealth Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-80,254
| Closed | -$506K | – | 1465 |
|
2023
Q4 | $506K | Buy |
+80,254
| New | +$506K | 0.01% | 805 |
|
2018
Q3 | – | Sell |
-15,837
| Closed | -$122K | – | 725 |
|
2018
Q2 | $122K | Sell |
15,837
-1,346
| -8% | -$10.4K | 0.02% | 641 |
|
2018
Q1 | $111K | Sell |
17,183
-13,045
| -43% | -$84.3K | 0.02% | 626 |
|
2017
Q4 | $203K | Sell |
30,228
-3,764
| -11% | -$25.3K | 0.03% | 578 |
|
2017
Q3 | $196K | Sell |
33,992
-8,315
| -20% | -$47.9K | 0.03% | 497 |
|
2017
Q2 | $305K | Sell |
42,307
-2,426
| -5% | -$17.5K | 0.06% | 359 |
|
2017
Q1 | $298K | Sell |
44,733
-2,004
| -4% | -$13.4K | 0.06% | 346 |
|
2016
Q4 | $274K | Sell |
46,737
-6,230
| -12% | -$36.5K | 0.06% | 369 |
|
2016
Q3 | $210K | Buy |
52,967
+3,330
| +7% | +$13.2K | 0.04% | 519 |
|
2016
Q2 | $210K | Buy |
49,637
+16,906
| +52% | +$71.5K | 0.04% | 518 |
|
2016
Q1 | $191K | Buy |
32,731
+13,669
| +72% | +$79.8K | 0.04% | 482 |
|
2015
Q4 | $185K | Buy |
19,062
+2,739
| +17% | +$26.6K | 0.04% | 498 |
|
2015
Q3 | $161K | Buy |
16,323
+3,801
| +30% | +$37.5K | 0.04% | 489 |
|
2015
Q2 | $133K | Buy |
+12,522
| New | +$133K | 0.03% | 484 |
|
2015
Q1 | – | Sell |
-32,284
| Closed | -$1.97K | – | 984 |
|
2014
Q4 | $1.97K | Buy |
32,284
+14,767
| +84% | +$902 | 0.04% | 566 |
|
2014
Q3 | $220K | Buy |
17,517
+717
| +4% | +$9.01K | 0.06% | 477 |
|
2014
Q2 | $203K | Buy |
+16,800
| New | +$203K | 0.05% | 448 |
|