BRWM
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B. Riley Wealth Management’s Gartner IT Stock Holding History

B. Riley Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$42K – 1062
2014
Q4 		$42K Hold
500
– – 0.03% 417
2014
Q3 		$36K Hold
500
– – 0.03% 477
2014
Q2 		$35K Hold
500
– – 0.02% 538
2014
Q1 		$35K Buy
+500
New +$35K 0.03% 517