B. Riley Wealth Advisors’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,694
| Closed | -$256K | – | 743 |
|
|
2018
Q1 | $256K | Sell |
2,694
-569
| -17% | -$54.1K | 0.04% | 504 |
|
|
2017
Q4 | $300K | Sell |
3,263
-117
| -3% | -$10.8K | 0.04% | 449 |
|
|
2017
Q3 | $347K | Buy |
3,380
+92
| +3% | +$9.45K | 0.06% | 342 |
|
|
2017
Q2 | $331K | Buy |
3,288
+478
| +17% | +$48.1K | 0.06% | 338 |
|
|
2017
Q1 | $276K | Sell |
2,810
-304
| -10% | -$29.9K | 0.06% | 373 |
|
|
2016
Q4 | $302K | Sell |
3,114
-380
| -11% | -$36.9K | 0.06% | 345 |
|
|
2016
Q3 | $279K | Sell |
3,494
-28
| -0.8% | -$2.24K | 0.05% | 424 |
|
|
2016
Q2 | $260K | Buy |
3,522
+116
| +3% | +$8.56K | 0.05% | 450 |
|
|
2016
Q1 | $247K | Buy |
+3,406
| New | +$247K | 0.06% | 406 |
|
|
2015
Q1 | – | Sell |
-2,481
| Closed | -$212 | – | 2391 |
|
|
2014
Q4 | $212 | Sell |
2,481
-215
| -8% | -$18 | ﹤0.01% | 1351 |
|
|
2014
Q3 | $203K | Buy |
2,696
+373
| +16% | +$28.1K | 0.05% | 510 |
|
|
2014
Q2 | $163K | Buy |
2,323
+167
| +8% | +$11.7K | 0.04% | 518 |
|
|
2014
Q1 | $135K | Buy |
2,156
+181
| +9% | +$11.3K | 0.04% | 525 |
|
|
2013
Q4 | $132K | Buy |
1,975
+88
| +5% | +$5.88K | 0.04% | 479 |
|
|
2013
Q3 | $119K | Buy |
+1,887
| New | +$119K | 0.04% | 496 |
|