BRWA
EMD
B. Riley Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
+15,198
| New | +$153K | 0.01% | 894 |
|
|
2024
Q4 | – | Sell |
-100,579
| Closed | -$1.03M | – | 1185 |
|
|
2024
Q3 | $1.03M | Sell |
100,579
-103,428
| -51% | -$1.06M | 0.03% | 488 |
|
|
2024
Q2 | $1.92M | Sell |
204,007
-257,178
| -56% | -$2.42M | 0.05% | 351 |
|
|
2024
Q1 | $3.87M | Sell |
461,185
-48,934
| -10% | -$410K | 0.1% | 195 |
|
|
2023
Q4 | $4.7M | Buy |
510,119
+48,934
| +11% | +$451K | 0.13% | 176 |
|
|
2023
Q3 | $3.87M | Sell |
461,185
-76,998
| -14% | -$645K | 0.1% | 195 |
|
|
2023
Q2 | $4.66M | Sell |
538,183
-8,280
| -2% | -$71.7K | 0.1% | 197 |
|
|
2023
Q1 | $4.72M | Sell |
546,463
-4,754
| -0.9% | -$41K | 0.13% | 185 |
|
|
2022
Q4 | $5.02M | Buy |
551,217
+278,698
| +102% | +$2.54M | 0.14% | 163 |
|
|
2022
Q3 | $2.18M | Sell |
272,519
-102,944
| -27% | -$822K | 0.07% | 288 |
|
|
2022
Q2 | $3.32M | Buy |
375,463
+73,743
| +24% | +$651K | 0.14% | 155 |
|
|
2022
Q1 | $3.24M | Buy |
301,720
+67,514
| +29% | +$725K | 0.11% | 204 |
|
|
2021
Q4 | $3M | Sell |
234,206
-55,594
| -19% | -$712K | 0.09% | 253 |
|
|
2021
Q3 | $4.06M | Sell |
289,800
-17,883
| -6% | -$250K | 0.13% | 174 |
|
|
2021
Q2 | $4.07M | Buy |
307,683
+6,405
| +2% | +$84.8K | 0.13% | 180 |
|
|
2021
Q1 | $4.19M | Sell |
301,278
-88
| -0% | -$1.22K | 0.15% | 161 |
|
|
2020
Q4 | $4.19M | Buy |
301,366
+25,988
| +9% | +$361K | 0.22% | 104 |
|
|
2020
Q3 | $3.39M | Buy |
275,378
+964
| +0.4% | +$11.9K | 0.18% | 132 |
|
|
2020
Q2 | $3.38M | Sell |
274,414
-16,684
| -6% | -$206K | 0.23% | 107 |
|
|
2020
Q1 | $3.07M | Buy |
291,098
+9,013
| +3% | +$94.9K | 0.26% | 92 |
|
|
2019
Q4 | $3.92M | Hold |
282,085
| – | – | 0.33% | 66 |
|
|
2019
Q3 | $3.92M | Sell |
282,085
-24,248
| -8% | -$337K | 0.39% | 53 |
|
|
2019
Q2 | $4.18M | Buy |
306,333
+2,204
| +0.7% | +$30.1K | 0.46% | 46 |
|
|
2019
Q1 | $3.74M | Hold |
304,129
| – | – | 0.47% | 48 |
|
|
2018
Q4 | $3.74M | Sell |
304,129
-18,891
| -6% | -$232K | 0.53% | 41 |
|
|
2018
Q3 | $4.34M | Buy |
323,020
+10,184
| +3% | +$137K | 0.52% | 39 |
|
|
2018
Q2 | $4.15M | Sell |
312,836
-19,219
| -6% | -$255K | 0.55% | 41 |
|
|
2018
Q1 | $4.83M | Buy |
332,055
+6,129
| +2% | +$89.1K | 0.68% | 25 |
|
|
2017
Q4 | $5.07M | Buy |
325,926
+294,003
| +921% | +$4.57M | 0.68% | 25 |
|
|
2017
Q3 | $502K | Buy |
+31,923
| New | +$502K | 0.08% | 260 |
|