Bowling Portfolio Management’s B. Riley Financial RILY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-34,125
| Closed | -$743K | – | 471 |
|
|
2020
Q2 | $743K | Sell |
34,125
-6,073
| -15% | -$132K | 0.16% | 178 |
|
|
2020
Q1 | $740K | Buy |
40,198
+7,765
| +24% | +$143K | 0.18% | 159 |
|
|
2019
Q4 | $817K | Buy |
+32,433
| New | +$817K | 0.14% | 234 |
|
|
2018
Q1 | – | Sell |
-10,045
| Closed | -$182K | – | 397 |
|
|
2017
Q4 | $182K | Sell |
10,045
-59,612
| -86% | -$1.08M | 0.02% | 346 |
|
|
2017
Q3 | $1.19M | Sell |
69,657
-19,230
| -22% | -$328K | 0.18% | 197 |
|
|
2017
Q2 | $1.65M | Buy |
+88,887
| New | +$1.65M | 0.24% | 116 |
|