B. Riley Wealth Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-118,690
| Closed | -$610K | – | 1345 |
|
|
2024
Q2 | $610K | Buy |
118,690
+5,404
| +5% | +$27.8K | 0.02% | 723 |
|
|
2024
Q1 | $555K | Sell |
113,286
-7,130
| -6% | -$36.4K | 0.02% | 742 |
|
|
2023
Q4 | $603K | Buy |
120,416
+7,130
| +6% | +$34.7K | 0.02% | 720 |
|
|
2023
Q3 | $555K | Sell |
113,286
-21,512
| -16% | -$109K | 0.02% | 742 |
|
|
2023
Q2 | $693K | Buy |
134,798
+8,090
| +6% | +$41.1K | 0.02% | 713 |
|
|
2023
Q1 | $646K | Buy |
126,708
+15,110
| +14% | +$80.1K | 0.02% | 707 |
|
|
2022
Q4 | $608K | Buy |
111,598
+13,556
| +14% | +$71.2K | 0.02% | 711 |
|
|
2022
Q3 | $491K | Buy |
98,042
+11,025
| +13% | +$60K | 0.01% | 767 |
|
|
2022
Q2 | $479K | Buy |
87,017
+8,836
| +11% | +$49.9K | 0.02% | 678 |
|
|
2022
Q1 | $459K | Sell |
78,181
-2,585
| -3% | -$15.3K | 0.02% | 793 |
|
|
2021
Q4 | $502K | Buy |
80,766
+3,431
| +4% | +$20.6K | 0.01% | 805 |
|
|
2021
Q3 | $457K | Buy |
77,335
+4,109
| +6% | +$24.9K | 0.01% | 819 |
|
|
2021
Q2 | $437K | Hold |
73,226
| – | – | 0.01% | 832 |
|
|
2021
Q1 | $418K | Buy |
73,226
+7,902
| +12% | +$43K | 0.01% | 826 |
|
|
2020
Q4 | $341K | Buy |
65,324
+30,475
| +87% | +$154K | 0.02% | 685 |
|
|
2020
Q3 | $173K | Buy |
34,849
+1,423
| +4% | +$7.07K | 0.01% | 855 |
|
|
2020
Q2 | $162K | Sell |
33,426
-400
| -1% | -$1.94K | 0.01% | 789 |
|
|
2020
Q1 | $155K | Sell |
33,826
-3,398
| -9% | -$19.3K | 0.01% | 705 |
|
|
2019
Q4 | $231K | Buy |
37,224
+3,347
| +10% | +$20.4K | 0.02% | 712 |
|
|
2019
Q3 | $204K | Buy |
33,877
+300
| +0.9% | +$1.93K | 0.02% | 723 |
|
|
2019
Q2 | $219K | Buy |
33,577
+2,500
| +8% | +$16.2K | 0.02% | 681 |
|
|
2019
Q1 | $203K | Sell |
31,077
-348,987
| -92% | -$2.23M | 0.03% | 651 |
|
|
2018
Q4 | $2.23M | Sell |
380,064
-47,220
| -11% | -$308K | 0.32% | 69 |
|
|
2018
Q3 | $3.13M | Buy |
427,284
+7,288
| +2% | +$54K | 0.37% | 58 |
|
|
2018
Q2 | $3.09M | Sell |
419,996
-35,866
| -8% | -$261K | 0.41% | 57 |
|
|
2018
Q1 | $3.33M | Sell |
455,862
-54,356
| -11% | -$415K | 0.47% | 48 |
|
|
2017
Q4 | $3.96M | Sell |
510,218
-574,338
| -53% | -$4.55M | 0.53% | 41 |
|
|
2017
Q3 | $8.49M | Buy |
1,084,556
+523,677
| +93% | +$4.05M | 1.41% | 6 |
|
|
2017
Q2 | $4.24M | Sell |
560,879
-4,323
| -0.8% | -$32.1K | 0.77% | 23 |
|
|
2017
Q1 | $4.15M | Sell |
565,202
-33,109
| -6% | -$236K | 0.83% | 18 |
|
|
2016
Q4 | $4.06M | Buy |
598,311
+66,586
| +13% | +$464K | 0.82% | 21 |
|
|
2016
Q3 | $3.64M | Buy |
531,725
+48,594
| +10% | +$346K | 0.71% | 23 |
|
|
2016
Q2 | $3.15M | Buy |
483,131
+71,546
| +17% | +$494K | 0.63% | 30 |
|
|
2016
Q1 | $2.7M | Buy |
411,585
+84,938
| +26% | +$558K | 0.62% | 35 |
|
|
2015
Q4 | $2.29M | Buy |
326,647
+15,196
| +5% | +$111K | 0.46% | 49 |
|
|
2015
Q3 | $2.17M | Sell |
311,451
-24,433
| -7% | -$186K | 0.52% | 35 |
|
|
2015
Q2 | $2.75M | Buy |
335,884
+55,713
| +20% | +$469K | 0.68% | 24 |
|
|
2015
Q1 | $2.33M | Buy |
280,171
+83,049
| +42% | +$689K | 0.57% | 29 |
|
|
2014
Q4 | $10.9K | Buy |
197,122
+78,354
| +66% | +$697K | 0.23% | 80 |
|
|
2014
Q3 | $1.11M | Sell |
118,768
-314,274
| -73% | -$3.01M | 0.29% | 83 |
|
|
2014
Q2 | $2.1M | Buy |
433,042
+283,683
| +190% | +$2.69M | 0.49% | 32 |
|
|
2014
Q1 | $1.37M | Buy |
149,359
+1,020
| +0.7% | +$9.11K | 0.42% | 45 |
|
|
2013
Q4 | $1.33M | Sell |
148,339
-1,265
| -0.8% | -$11.4K | 0.42% | 48 |
|
|
2013
Q3 | $1.35M | Sell |
149,604
-19,102
| -11% | -$179K | 0.46% | 46 |
|
|
2013
Q2 | $1.58M | Buy |
+168,706
| New | +$1.58M | 0.54% | 30 |
|
Other funds holding IGD
CIA
KIM
PCM
GC
AAM
