BRWA
B. Riley Wealth Advisors’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,919
| Closed | -$365K | – | 670 |
|
|
2017
Q3 | $365K | Buy |
+10,919
| New | +$365K | 0.06% | 332 |
|
|
2017
Q2 | – | Sell |
-15,067
| Closed | -$113K | – | 562 |
|
|
2017
Q1 | $113K | Buy |
+15,067
| New | +$113K | 0.02% | 485 |
|
|
2015
Q1 | – | Sell |
-11,250
| Closed | -$156 | – | 2015 |
|
|
2014
Q4 | $156 | Sell |
11,250
-494
| -4% | -$7 | ﹤0.01% | 1499 |
|
|
2014
Q3 | $155K | Buy |
11,744
+2,225
| +23% | +$29.4K | 0.04% | 542 |
|
|
2014
Q2 | $118K | Sell |
9,519
-146
| -2% | -$1.82K | 0.03% | 654 |
|
|
2014
Q1 | $109K | Buy |
9,665
+2,705
| +39% | +$30.5K | 0.03% | 592 |
|
|
2013
Q4 | $85K | Buy |
+6,960
| New | +$85K | 0.03% | 582 |
|