B. Riley Wealth Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-850
Closed -$13 923
2014
Q4
$13 Buy
+850
New +$13 ﹤0.01% 2726
2014
Q3
Sell
-830
Closed -$13.5K 951
2014
Q2
$13.5K Buy
+830
New +$13.5K ﹤0.01% 1648