BRWM
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B. Riley Wealth Management’s SM Energy SM Stock Holding History

B. Riley Wealth Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,514
Closed -$237K – 396
2018
Q3 		$237K Buy
+7,514
New +$237K 0.06% 259