B. Riley Wealth Management’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-100
| Closed | -$3K | – | 710 |
|
|
2015
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 939 |
|
|
2015
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 973 |
|
|
2014
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 948 |
|
|
2014
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 959 |
|
|
2014
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 967 |
|