B. Riley Wealth Management’s Time Warner Inc TWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-1,861
| Closed | -$162K | – | 926 |
|
2015
Q2 | $162K | Buy |
1,861
+1,530
| +462% | +$133K | 0.13% | 212 |
|
2015
Q1 | $27K | Sell |
331
-330
| -50% | -$26.9K | 0.02% | 539 |
|
2014
Q4 | $56K | Sell |
661
-339
| -34% | -$28.7K | 0.05% | 378 |
|
2014
Q3 | $28K | Sell |
1,000
-31
| -3% | -$868 | 0.02% | 531 |
|
2014
Q2 | $72K | Buy |
1,031
+34
| +3% | +$2.37K | 0.05% | 403 |
|
2014
Q1 | $62K | Buy |
+997
| New | +$62K | 0.05% | 403 |
|