B. Riley Wealth Advisors’s Madison Strategic Sector MSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-183
| Closed | -$2 | – | 2374 |
|
|
2014
Q4 | $2 | Buy |
+183
| New | +$2 | ﹤0.01% | 3464 |
|
|
2014
Q3 | – | Sell |
-183
| Closed | -$2.34K | – | 2218 |
|
|
2014
Q2 | $2.34K | Buy |
+183
| New | +$2.34K | ﹤0.01% | 2207 |
|
|
2013
Q3 | – | Sell |
-6,531
| Closed | -$76K | – | 768 |
|
|
2013
Q2 | $76K | Buy |
+6,531
| New | +$76K | 0.03% | 612 |
|