B. Riley Wealth Management’s EV Energy Partners, L.P. EVEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-125
| Closed | -$1K | – | 930 |
|
|
2015
Q2 | $1K | Hold |
125
| – | – | ﹤0.01% | 997 |
|
|
2015
Q1 | $1K | Sell |
125
-1,000
| -89% | -$8K | ﹤0.01% | 1009 |
|
|
2014
Q4 | $21K | Sell |
1,125
-500
| -31% | -$9.33K | 0.02% | 583 |
|
|
2014
Q3 | $57K | Sell |
1,625
-3,100
| -66% | -$109K | 0.04% | 386 |
|
|
2014
Q2 | $187K | Sell |
4,725
-9,260
| -66% | -$366K | 0.12% | 225 |
|
|
2014
Q1 | $468K | Buy |
+13,985
| New | +$468K | 0.35% | 65 |
|