B. Riley Wealth Management’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,000
| Closed | -$224K | – | 440 |
|
|
2019
Q1 | $224K | Buy |
+7,000
| New | +$224K | 0.04% | 329 |
|
|
2015
Q3 | – | Sell |
-109
| Closed | -$3K | – | 774 |
|
|
2015
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 940 |
|
|
2015
Q1 | $3K | Buy |
109
+1
| +0.9% | +$28 | ﹤0.01% | 940 |
|
|
2014
Q4 | $3K | Hold |
108
| – | – | ﹤0.01% | 919 |
|
|
2014
Q3 | $3K | Sell |
108
-1,327
| -92% | -$36.9K | ﹤0.01% | 964 |
|
|
2014
Q2 | $47K | Buy |
1,435
+190
| +15% | +$6.22K | 0.03% | 476 |
|
|
2014
Q1 | $37K | Buy |
+1,245
| New | +$37K | 0.03% | 507 |
|