Coe Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-54,607
| Closed | -$689K | – | 142 |
|
|
2016
Q3 | $689K | Hold |
54,607
| – | – | 0.22% | 142 |
|
|
2016
Q2 | $518K | Buy |
54,607
+15,150
| +38% | +$144K | 0.18% | 154 |
|
|
2016
Q1 | $410K | Hold |
39,457
| – | – | 0.13% | 167 |
|
|
2015
Q4 | $387K | Hold |
39,457
| – | – | 0.15% | 150 |
|
|
2015
Q3 | $381K | Buy |
+39,457
| New | +$381K | 0.14% | 162 |
|