B. Riley Wealth Management’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,601
| Closed | -$88K | – | 1136 |
|
|
2015
Q1 | $88K | Buy |
3,601
+29
| +0.8% | +$709 | 0.07% | 314 |
|
|
2014
Q4 | $82K | Buy |
3,572
+37
| +1% | +$849 | 0.07% | 306 |
|
|
2014
Q3 | $61K | Buy |
3,535
+37
| +1% | +$638 | 0.05% | 374 |
|
|
2014
Q2 | $63K | Buy |
3,498
+39
| +1% | +$702 | 0.04% | 426 |
|
|
2014
Q1 | $59K | Buy |
+3,459
| New | +$59K | 0.04% | 415 |
|