B. Riley Wealth Advisors’s Houston American Energy HUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-122
| Closed | -$5K | – | 539 |
|
|
2017
Q1 | $5K | Hold |
122
| – | – | ﹤0.01% | 517 |
|
|
2016
Q4 | $3K | Hold |
122
| – | – | ﹤0.01% | 536 |
|
|
2016
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 614 |
|
|
2016
Q2 | $4K | Hold |
122
| – | – | ﹤0.01% | 612 |
|
|
2016
Q1 | $3K | Hold |
122
| – | – | ﹤0.01% | 554 |
|
|
2015
Q4 | $3K | Sell |
122
-56
| -31% | -$1.38K | ﹤0.01% | 563 |
|
|
2015
Q3 | $4K | Sell |
178
-56
| -24% | -$1.26K | ﹤0.01% | 561 |
|
|
2015
Q2 | $6K | Sell |
234
-16
| -6% | -$410 | ﹤0.01% | 529 |
|
|
2015
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 579 |
|
|
2014
Q4 | $5 | Sell |
250
-24
| -9% | – | ﹤0.01% | 3142 |
|
|
2014
Q3 | $10K | Hold |
274
| – | – | ﹤0.01% | 656 |
|
|
2014
Q2 | $15.8K | Hold |
274
| – | – | ﹤0.01% | 1574 |
|
|
2014
Q1 | $19K | Sell |
274
-16
| -6% | -$1.11K | 0.01% | 750 |
|
|
2013
Q4 | $9K | Sell |
290
-120
| -29% | -$3.72K | ﹤0.01% | 674 |
|
|
2013
Q3 | $15K | Hold |
410
| – | – | 0.01% | 665 |
|
|
2013
Q2 | $14K | Buy |
+410
| New | +$14K | ﹤0.01% | 689 |
|