KCM Investment Advisors’s B. Riley Financial, Inc. 7.50% Senior Notes Due 2027 RILYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-105,475
| Closed | -$2.51M | – | 412 |
|
|
2018
Q4 | $2.51M | Sell |
105,475
-1,400
| -1% | -$33.3K | 0.17% | 124 |
|
|
2018
Q3 | $2.73M | Buy |
106,875
+2,950
| +3% | +$75.2K | 0.16% | 125 |
|
|
2018
Q2 | $2.6M | Sell |
103,925
-1,050
| -1% | -$26.3K | 0.16% | 130 |
|
|
2018
Q1 | $2.66M | Buy |
104,975
+2,425
| +2% | +$61.5K | 0.16% | 136 |
|
|
2017
Q4 | $2.65M | Buy |
102,550
+1,400
| +1% | +$36.2K | 0.16% | 141 |
|
|
2017
Q3 | $2.59M | Buy |
101,150
+9,150
| +10% | +$234K | 0.16% | 150 |
|
|
2017
Q2 | $2.37M | Buy |
+92,000
| New | +$2.37M | 0.15% | 161 |
|