B. Riley Wealth Management’s Approach Resources Inc. AREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$13K | – | 887 |
|
|
2015
Q2 | $13K | Hold |
2,000
| – | – | 0.01% | 700 |
|
|
2015
Q1 | $13K | Hold |
2,000
| – | – | 0.01% | 716 |
|
|
2014
Q4 | $12K | Hold |
2,000
| – | – | 0.01% | 704 |
|
|
2014
Q3 | $29K | Buy |
2,000
+500
| +33% | +$7.25K | 0.02% | 524 |
|
|
2014
Q2 | $34K | Hold |
1,500
| – | – | 0.02% | 543 |
|
|
2014
Q1 | $31K | Buy |
+1,500
| New | +$31K | 0.02% | 546 |
|