B. Riley Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,130
| Closed | -$18K | – | 718 |
|
|
2015
Q2 | $18K | Buy |
3,130
+22
| +0.7% | +$127 | 0.01% | 629 |
|
|
2015
Q1 | $17K | Buy |
3,108
+2,000
| +181% | +$10.9K | 0.01% | 651 |
|
|
2014
Q4 | $9K | Buy |
1,108
+39
| +4% | +$317 | 0.01% | 761 |
|
|
2014
Q3 | $11K | Sell |
1,069
-1,000
| -48% | -$10.3K | 0.01% | 749 |
|
|
2014
Q2 | $27K | Buy |
2,069
+25
| +1% | +$326 | 0.02% | 592 |
|
|
2014
Q1 | $28K | Buy |
+2,044
| New | +$28K | 0.02% | 567 |
|