B. Riley Wealth Advisors’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,836
| Closed | -$90K | – | 1320 |
|
|
2024
Q3 | $90K | Sell |
11,836
-311
| -3% | -$2.36K | ﹤0.01% | 1215 |
|
|
2024
Q2 | $89K | Sell |
12,147
-21,864
| -64% | -$160K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $236K | Buy |
34,011
+5,300
| +18% | +$36.8K | 0.01% | 1175 |
|
|
2023
Q4 | $198K | Sell |
28,711
-5,300
| -16% | -$36.5K | 0.01% | 1266 |
|
|
2023
Q3 | $236K | Hold |
34,011
| – | – | 0.01% | 1175 |
|
|
2023
Q2 | $241K | Hold |
34,011
| – | – | 0.01% | 1245 |
|
|
2023
Q1 | $248K | Sell |
34,011
-1,300
| -4% | -$9.48K | 0.01% | 1169 |
|
|
2022
Q4 | $285K | Hold |
35,311
| – | – | 0.01% | 1067 |
|
|
2022
Q3 | $273K | Buy |
+35,311
| New | +$273K | 0.01% | 1060 |
|