B. Riley Wealth Management’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,400
| Closed | -$47K | – | 662 |
|
|
2015
Q2 | $47K | Hold |
4,400
| – | – | 0.04% | 425 |
|
|
2015
Q1 | $46K | Hold |
4,400
| – | – | 0.03% | 424 |
|
|
2014
Q4 | $52K | Hold |
4,400
| – | – | 0.04% | 390 |
|
|
2014
Q3 | $53K | Hold |
4,400
| – | – | 0.04% | 402 |
|
|
2014
Q2 | $61K | Buy |
+4,400
| New | +$61K | 0.04% | 433 |
|