B. Riley Wealth Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $180K | Sell |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $168K | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $182K | Buy |
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|
2021
Q3 | $185K | Buy |
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|
2021
Q2 | $183K | Buy |
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|
2021
Q1 | $175K | Buy |
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|
2020
Q4 | $157K | Sell |
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|
2020
Q3 | $481K | Buy |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $567K | Sell |
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|
2019
Q3 | $562K | Buy |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $540K | Buy |
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|
2018
Q4 | $461K | Buy |
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|
2018
Q3 | $437K | Buy |
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|
2018
Q2 | $366K | Buy |
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|
2018
Q1 | $373K | Buy |
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|
2017
Q4 | $410K | Buy |
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