B. Riley Wealth Advisors’s TRANSAMERICA INCOME SHS INC TAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,515
| Closed | -$91 | – | 2581 |
|
|
2014
Q4 | $91 | Buy |
+4,515
| New | +$91 | ﹤0.01% | 1791 |
|
|
2014
Q3 | – | Sell |
-4,825
| Closed | -$102K | – | 2385 |
|
|
2014
Q2 | $102K | Hold |
4,825
| – | – | 0.02% | 714 |
|
|
2014
Q1 | $100K | Hold |
4,825
| – | – | 0.03% | 618 |
|
|
2013
Q4 | $101K | Hold |
4,825
| – | – | 0.03% | 551 |
|
|
2013
Q3 | $99K | Sell |
4,825
-1,000
| -17% | -$20.5K | 0.03% | 543 |
|
|
2013
Q2 | $120K | Buy |
+5,825
| New | +$120K | 0.04% | 498 |
|