B. Riley Wealth Management’s Logan Ridge Finance Corp LRFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-1,833
| Closed | -$132K | – | 152 |
|
2015
Q4 | $132K | Sell |
1,833
-1,233
| -40% | -$88.8K | 0.17% | 145 |
|
2015
Q3 | $238K | Hold |
3,066
| – | – | 0.34% | 118 |
|
2015
Q2 | $286K | Buy |
3,066
+1,433
| +88% | +$134K | 0.23% | 128 |
|
2015
Q1 | $183K | Hold |
1,633
| – | – | 0.14% | 210 |
|
2014
Q4 | $175K | Sell |
1,633
-34
| -2% | -$3.64K | 0.14% | 182 |
|
2014
Q3 | $177K | Buy |
1,667
+34
| +2% | +$3.61K | 0.13% | 213 |
|
2014
Q2 | $185K | Buy |
1,633
+133
| +9% | +$15.1K | 0.12% | 228 |
|
2014
Q1 | $174K | Buy |
+1,500
| New | +$174K | 0.13% | 220 |
|