B. Riley Wealth Management’s Core Laboratories CLB 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 | -$228K | – | 239 |
|
|
2015
Q2 | $228K | Hold |
2,000
| – | – | 0.18% | 162 |
|
|
2015
Q1 | $208K | Sell |
2,000
-300
| -13% | -$31.2K | 0.16% | 195 |
|
|
2014
Q4 | $276K | Sell |
2,300
-230
| -9% | -$27.6K | 0.23% | 117 |
|
|
2014
Q3 | $370K | Hold |
2,530
| – | – | 0.27% | 101 |
|
|
2014
Q2 | $422K | Sell |
2,530
-30
| -1% | -$5K | 0.27% | 95 |
|
|
2014
Q1 | $508K | Buy |
+2,560
| New | +$508K | 0.38% | 56 |
|