B. Riley Wealth Management’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,690
| Closed | -$113K | – | 447 |
|
|
2020
Q1 | $113K | Buy |
+15,690
| New | +$113K | 0.01% | 473 |
|
|
2015
Q3 | – | Sell |
-8,309
| Closed | -$103K | – | 237 |
|
|
2015
Q2 | $103K | Buy |
8,309
+663
| +9% | +$8.22K | 0.08% | 270 |
|
|
2015
Q1 | $97K | Buy |
7,646
+44
| +0.6% | +$558 | 0.07% | 294 |
|
|
2014
Q4 | $97K | Sell |
7,602
-57
| -0.7% | -$727 | 0.08% | 275 |
|
|
2014
Q3 | $104K | Buy |
+7,659
| New | +$104K | 0.08% | 287 |
|