B. Riley Wealth Management’s HCI Group HCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-1,700
| Closed | -$75K | – | 391 |
|
2015
Q2 | $75K | Sell |
1,700
-900
| -35% | -$39.7K | 0.06% | 328 |
|
2015
Q1 | $119K | Buy |
+2,600
| New | +$119K | 0.09% | 256 |
|
2014
Q4 | – | Sell |
-3,380
| Closed | -$121K | – | 1044 |
|
2014
Q3 | $121K | Buy |
3,380
+150
| +5% | +$5.37K | 0.09% | 266 |
|
2014
Q2 | $131K | Hold |
3,230
| – | – | 0.08% | 288 |
|
2014
Q1 | $118K | Buy |
+3,230
| New | +$118K | 0.09% | 284 |
|