B. Riley Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-664
| Closed | -$5K | – | 351 |
|
|
2015
Q2 | $5K | Hold |
664
| – | – | ﹤0.01% | 856 |
|
|
2015
Q1 | $6K | Sell |
664
-2,654
| -80% | -$24K | ﹤0.01% | 825 |
|
|
2014
Q4 | $27K | Buy |
3,318
+664
| +25% | +$5.4K | 0.02% | 511 |
|
|
2014
Q3 | $20K | Hold |
2,654
| – | – | 0.01% | 598 |
|
|
2014
Q2 | $22K | Sell |
2,654
-9,820
| -79% | -$81.4K | 0.01% | 640 |
|
|
2014
Q1 | $87K | Buy |
+12,474
| New | +$87K | 0.06% | 338 |
|