KCM Investment Advisors’s B. Riley Financial, Inc. 7.50% Senior Notes RILYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-17,745
| Closed | -$446K | – | 441 |
|
|
2018
Q4 | $446K | Sell |
17,745
-700
| -4% | -$17.6K | 0.03% | 351 |
|
|
2018
Q3 | $473K | Buy |
18,445
+225
| +1% | +$5.77K | 0.03% | 364 |
|
|
2018
Q2 | $465K | Buy |
18,220
+1,350
| +8% | +$34.5K | 0.03% | 362 |
|
|
2018
Q1 | $435K | Sell |
16,870
-400
| -2% | -$10.3K | 0.03% | 377 |
|
|
2017
Q4 | $449K | Hold |
17,270
| – | – | 0.03% | 368 |
|
|
2017
Q3 | $447K | Buy |
17,270
+900
| +5% | +$23.3K | 0.03% | 367 |
|
|
2017
Q2 | $426K | Hold |
16,370
| – | – | 0.03% | 379 |
|
|
2017
Q1 | $430K | Sell |
16,370
-300
| -2% | -$7.88K | 0.03% | 383 |
|
|
2016
Q4 | $427K | Buy |
+16,670
| New | +$427K | 0.03% | 382 |
|