B. Riley Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-20
| Closed | -$3K | – | 341 |
|
|
2015
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 919 |
|
|
2015
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 923 |
|
|
2014
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 942 |
|
|
2014
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 983 |
|
|
2014
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1029 |
|
|
2014
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1000 |
|