B. Riley Wealth Advisors’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-78,320
| Closed | -$18K | – | 631 |
|
2015
Q2 | $18K | Sell |
78,320
-5,600
| -7% | -$1.29K | ﹤0.01% | 520 |
|
2015
Q1 | $52K | Buy |
83,920
+20,000
| +31% | +$12.4K | 0.01% | 529 |
|
2014
Q4 | $88 | Buy |
63,920
+28,400
| +80% | +$39 | ﹤0.01% | 1806 |
|
2014
Q3 | $83K | Sell |
35,520
-42,120
| -54% | -$98.4K | 0.02% | 588 |
|
2014
Q2 | $212K | Buy |
77,640
+32,970
| +74% | +$89.9K | 0.05% | 429 |
|
2014
Q1 | $338K | Buy |
44,670
+10,750
| +32% | +$81.3K | 0.1% | 235 |
|
2013
Q4 | $564K | Buy |
33,920
+800
| +2% | +$13.3K | 0.18% | 136 |
|
2013
Q3 | $465K | Buy |
33,120
+9,600
| +41% | +$135K | 0.16% | 154 |
|
2013
Q2 | $245K | Buy |
+23,520
| New | +$245K | 0.08% | 274 |
|