B. Riley Wealth Advisors’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q3 | $235K | Sell |
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|
2017
Q2 | $268K | Sell |
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|
2017
Q1 | $300K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $23K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $177 | Sell |
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|
2014
Q3 | $308K | Sell |
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|
2014
Q2 | $542K | Buy |
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|
2014
Q1 | $266K | Sell |
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|
2013
Q4 | $294K | Sell |
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|
2013
Q3 | $355K | Buy |
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