B. Riley Wealth Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,451
| Closed | -$54K | – | 226 |
|
|
2015
Q2 | $54K | Buy |
1,451
+12
| +0.8% | +$447 | 0.04% | 388 |
|
|
2015
Q1 | $50K | Sell |
1,439
-4,676
| -76% | -$162K | 0.04% | 407 |
|
|
2014
Q4 | $233K | Buy |
6,115
+55
| +0.9% | +$2.1K | 0.19% | 135 |
|
|
2014
Q3 | $203K | Sell |
6,060
-266
| -4% | -$8.91K | 0.15% | 187 |
|
|
2014
Q2 | $229K | Buy |
6,326
+42
| +0.7% | +$1.52K | 0.15% | 189 |
|
|
2014
Q1 | $245K | Buy |
+6,284
| New | +$245K | 0.18% | 151 |
|