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B. Riley Financial’s Urgent.ly ULY Stock Holding History

B. Riley Financial’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27,814
Closed -$227K – 18
2024
Q3 		$227K Sell
27,814
-6,933
-20% -$56.6K 0.15% 11
2024
Q2 		$717K Hold
34,747
– – 0.58% 7
2024
Q1 		$784K Hold
34,747
– – 0.75% 9
2023
Q4 		$1.32M Buy
+34,747
New +$1.32M 0.84% 14