B. Riley Wealth Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.8K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $84.1K | Buy |
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|
2024
Q2 | $79.9K | Buy |
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|
2024
Q1 | $61K | Sell |
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|
2023
Q4 | $144K | Buy |
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|
2023
Q3 | $61K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $682K | Buy |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $587K | Buy |
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|
2022
Q1 | $600K | Sell |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $689K | Buy |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $405K | Buy |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $128K | Buy |
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