BRWM
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B. Riley Wealth Management’s Box BOX Stock Holding History

B. Riley Wealth Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-17,365
Closed -$293K – 399
2018
Q4 		$293K Buy
17,365
+8,385
+93% +$141K 0.06% 247
2018
Q3 		$215K Buy
+8,980
New +$215K 0.05% 273