BRWA
CTO

B. Riley Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

B. Riley Wealth Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,615
Closed -$194K – 1542
2022
Q4 		$194K Sell
10,615
-1,583
-13% -$28.9K 0.01% 1279
2022
Q3 		$229K Buy
+12,198
New +$229K 0.01% 1164