B. Riley Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,500
| Closed | -$89.7K | – | 1579 |
|
|
2023
Q2 | $89.7K | Hold |
10,500
| – | – | ﹤0.01% | 1445 |
|
|
2023
Q1 | $89.7K | Hold |
10,500
| – | – | ﹤0.01% | 1395 |
|
|
2022
Q4 | $93.4K | Hold |
10,500
| – | – | ﹤0.01% | 1367 |
|
|
2022
Q3 | $89K | Sell |
10,500
-1,000
| -9% | -$8.48K | ﹤0.01% | 1338 |
|
|
2022
Q2 | $105K | Hold |
11,500
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q1 | $112K | Sell |
11,500
-219
| -2% | -$2.13K | ﹤0.01% | 1284 |
|
|
2021
Q4 | $122K | Buy |
11,719
+219
| +2% | +$2.28K | ﹤0.01% | 1323 |
|
|
2021
Q3 | $114K | Hold |
11,500
| – | – | ﹤0.01% | 1320 |
|
|
2021
Q2 | $113K | Hold |
11,500
| – | – | ﹤0.01% | 1299 |
|
|
2021
Q1 | $111K | Sell |
11,500
-259
| -2% | -$2.5K | ﹤0.01% | 1286 |
|
|
2020
Q4 | $103K | Buy |
11,759
+259
| +2% | +$2.27K | 0.01% | 986 |
|
|
2020
Q3 | $96K | Hold |
11,500
| – | – | 0.01% | 897 |
|
|
2020
Q2 | $95K | Hold |
11,500
| – | – | 0.01% | 823 |
|
|
2020
Q1 | $89K | Buy |
11,500
+802
| +7% | +$6.21K | 0.01% | 729 |
|
|
2019
Q4 | $113K | Buy |
10,698
+198
| +2% | +$2.09K | 0.01% | 793 |
|
|
2019
Q3 | $109K | Hold |
10,500
| – | – | 0.01% | 770 |
|
|
2019
Q2 | $113K | Hold |
10,500
| – | – | 0.01% | 752 |
|
|
2019
Q1 | $114K | Sell |
10,500
-257
| -2% | -$2.79K | 0.01% | 694 |
|
|
2018
Q4 | $99K | Buy |
10,757
+257
| +2% | +$2.37K | 0.01% | 620 |
|
|
2018
Q3 | $121K | Buy |
+10,500
| New | +$121K | 0.01% | 677 |
|
|
2017
Q1 | – | Sell |
-16,878
| Closed | -$166K | – | 545 |
|
|
2016
Q4 | $166K | Buy |
16,878
+278
| +2% | +$2.73K | 0.03% | 477 |
|
|
2016
Q3 | $168K | Buy |
16,600
+5,200
| +46% | +$52.6K | 0.03% | 552 |
|
|
2016
Q2 | $113K | Buy |
11,400
+500
| +5% | +$4.96K | 0.02% | 561 |
|
|
2016
Q1 | $111K | Buy |
+10,900
| New | +$111K | 0.03% | 506 |
|
|
2015
Q1 | – | Sell |
-4,000
| Closed | -$46 | – | 1231 |
|
|
2014
Q4 | $46 | Buy |
+4,000
| New | +$46 | ﹤0.01% | 2133 |
|
|
2014
Q3 | – | Sell |
-5,843
| Closed | -$72K | – | 1234 |
|
|
2014
Q2 | $72K | Hold |
5,843
| – | – | 0.02% | 868 |
|
|
2014
Q1 | $70K | Hold |
5,843
| – | – | 0.02% | 694 |
|
|
2013
Q4 | $69K | Hold |
5,843
| – | – | 0.02% | 619 |
|
|
2013
Q3 | $70K | Hold |
5,843
| – | – | 0.02% | 606 |
|
|
2013
Q2 | $72K | Buy |
+5,843
| New | +$72K | 0.02% | 621 |
|