B. Riley Wealth Advisors’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,196
| Closed | -$503K | – | 855 |
|
|
2019
Q2 | $503K | Sell |
1,196
-209
| -15% | -$87.9K | 0.06% | 374 |
|
|
2019
Q1 | $494K | Sell |
1,405
-100
| -7% | -$35.2K | 0.06% | 348 |
|
|
2018
Q4 | $331K | Buy |
+1,505
| New | +$331K | 0.05% | 408 |
|
|
2018
Q2 | – | Sell |
-988
| Closed | -$325K | – | 730 |
|
|
2018
Q1 | $325K | Buy |
988
+361
| +58% | +$119K | 0.05% | 428 |
|
|
2017
Q4 | $214K | Buy |
+627
| New | +$214K | 0.03% | 560 |
|