B. Riley Wealth Management’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $144K | Sell |
28,220
-640
| -2% | -$3.27K | 0.22% | 125 |
|
|
2015
Q4 | $179K | Buy |
28,860
+235
| +0.8% | +$1.46K | 0.23% | 141 |
|
|
2015
Q3 | $242K | Buy |
28,625
+500
| +2% | +$4.23K | 0.34% | 113 |
|
|
2015
Q2 | $338K | Sell |
28,125
-3,590
| -11% | -$43.1K | 0.27% | 104 |
|
|
2015
Q1 | $318K | Sell |
31,715
-950
| -3% | -$9.53K | 0.24% | 121 |
|
|
2014
Q4 | $409K | Buy |
32,665
+15,980
| +96% | +$200K | 0.33% | 72 |
|
|
2014
Q3 | $374K | Sell |
16,685
-465
| -3% | -$10.4K | 0.28% | 97 |
|
|
2014
Q2 | $438K | Buy |
17,150
+16,450
| +2,350% | +$420K | 0.28% | 90 |
|
|
2014
Q1 | $17K | Buy |
+700
| New | +$17K | 0.01% | 666 |
|