B. Riley Wealth Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20,184
| Closed | -$330K | – | 663 |
|
|
2016
Q3 | $330K | Buy |
20,184
+3,942
| +24% | +$64.5K | 0.06% | 377 |
|
|
2016
Q2 | $264K | Buy |
+16,242
| New | +$264K | 0.05% | 442 |
|
|
2015
Q1 | – | Sell |
-2,364
| Closed | -$83 | – | 2427 |
|
|
2014
Q4 | $83 | Buy |
+2,364
| New | +$83 | ﹤0.01% | 1827 |
|
|
2014
Q3 | – | Sell |
-10,056
| Closed | -$177K | – | 2255 |
|
|
2014
Q2 | $177K | Buy |
10,056
+2,883
| +40% | +$50.7K | 0.04% | 492 |
|
|
2014
Q1 | $260K | Buy |
7,173
+933
| +15% | +$33.8K | 0.08% | 300 |
|
|
2013
Q4 | $206K | Sell |
6,240
-297
| -5% | -$9.81K | 0.07% | 337 |
|
|
2013
Q3 | $204K | Buy |
6,537
+3,045
| +87% | +$95K | 0.07% | 327 |
|
|
2013
Q2 | $133K | Buy |
+3,492
| New | +$133K | 0.05% | 473 |
|