B. Riley Wealth Advisors’s Telus TU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $172K | Buy |
+10,728
| New | +$172K | 0.01% | 882 |
|
2024
Q4 | – | Sell |
-10,754
| Closed | -$179K | – | 1285 |
|
2024
Q3 | $179K | Buy |
10,754
+195
| +2% | +$3.25K | 0.01% | 1156 |
|
2024
Q2 | $163K | Buy |
+10,559
| New | +$163K | ﹤0.01% | 1267 |
|
2024
Q1 | – | Sell |
-10,404
| Closed | -$188K | – | 1521 |
|
2023
Q4 | $188K | Buy |
+10,404
| New | +$188K | 0.01% | 1274 |
|
2015
Q1 | – | Sell |
-108
| Closed | -$2 | – | 1879 |
|
2014
Q4 | $2 | Buy |
+108
| New | +$2 | ﹤0.01% | 3431 |
|
2014
Q3 | – | Sell |
-880
| Closed | -$16.4K | – | 1791 |
|
2014
Q2 | $16.4K | Buy |
+880
| New | +$16.4K | ﹤0.01% | 1552 |
|