B. Riley Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,474
| Closed | -$95K | – | 489 |
|
|
2015
Q2 | $95K | Hold |
2,474
| – | – | 0.08% | 285 |
|
|
2015
Q1 | $101K | Hold |
2,474
| – | – | 0.08% | 283 |
|
|
2014
Q4 | $103K | Hold |
2,474
| – | – | 0.08% | 264 |
|
|
2014
Q3 | $103K | Buy |
2,474
+1,750
| +242% | +$72.9K | 0.08% | 291 |
|
|
2014
Q2 | $31K | Hold |
724
| – | – | 0.02% | 558 |
|
|
2014
Q1 | $32K | Buy |
+724
| New | +$32K | 0.02% | 537 |
|