B. Riley Wealth Management’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $782 | Buy |
+22,119
| New | +$782 | ﹤0.01% | 337 |
|
|
2020
Q2 | – | Sell |
-69,857
| Closed | -$1.31M | – | 521 |
|
|
2020
Q1 | $1.31M | Buy |
69,857
+63,115
| +936% | +$1.19M | 0.14% | 140 |
|
|
2019
Q4 | $250K | Buy |
+6,742
| New | +$250K | 0.04% | 320 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$4K | – | 1140 |
|
|
2014
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 961 |
|
|
2014
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 912 |
|