B. Riley Wealth Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
+22,260
New +$227K 0.01% 806
2024
Q4
$231K Sell
22,260
-500
-2% -$5.19K 0.01% 973
2024
Q3
$255K Sell
22,760
-2,700
-11% -$30.2K 0.01% 1033
2024
Q2
$270K Buy
25,460
+7,800
+44% +$82.8K 0.01% 1080
2024
Q1
$176K Buy
17,660
+700
+4% +$6.97K ﹤0.01% 1295
2023
Q4
$175K Sell
16,960
-700
-4% -$7.24K ﹤0.01% 1280
2023
Q3
$176K Buy
17,660
+4,670
+36% +$46.5K ﹤0.01% 1295
2023
Q2
$140K Buy
+12,990
New +$140K ﹤0.01% 1394