B. Riley Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $287K | Buy |
6,223
+21
| +0.3% | +$968 | 0.01% | 882 |
|
|
2024
Q3 | $291K | Sell |
6,202
-972
| -14% | -$45.6K | 0.01% | 970 |
|
|
2024
Q2 | $329K | Sell |
7,174
-8,652
| -55% | -$397K | 0.01% | 986 |
|
|
2024
Q1 | $698K | Buy |
15,826
+6,773
| +75% | +$299K | 0.02% | 640 |
|
|
2023
Q4 | $426K | Sell |
9,053
-6,773
| -43% | -$319K | 0.01% | 901 |
|
|
2023
Q3 | $698K | Buy |
15,826
+7,241
| +84% | +$319K | 0.02% | 640 |
|
|
2023
Q2 | $396K | Sell |
8,585
-983
| -10% | -$45.3K | 0.01% | 978 |
|
|
2023
Q1 | $445K | Buy |
9,568
+156
| +2% | +$7.25K | 0.01% | 859 |
|
|
2022
Q4 | $429K | Buy |
9,412
+1,365
| +17% | +$62.3K | 0.01% | 853 |
|
|
2022
Q3 | $351K | Buy |
+8,047
| New | +$351K | 0.01% | 925 |
|
|
2018
Q4 | – | Sell |
-5,296
| Closed | -$247K | – | 701 |
|
|
2018
Q3 | $247K | Sell |
5,296
-1,522
| -22% | -$71K | 0.03% | 569 |
|
|
2018
Q2 | $322K | Buy |
6,818
+10
| +0.1% | +$472 | 0.04% | 440 |
|
|
2018
Q1 | $321K | Sell |
6,808
-18
| -0.3% | -$849 | 0.04% | 432 |
|
|
2017
Q4 | $329K | Sell |
6,826
-4,887
| -42% | -$236K | 0.04% | 413 |
|
|
2017
Q3 | $564K | Buy |
11,713
+1,096
| +10% | +$52.8K | 0.09% | 237 |
|
|
2017
Q2 | $508K | Hold |
10,617
| – | – | 0.09% | 249 |
|
|
2017
Q1 | $498K | Sell |
10,617
-46
| -0.4% | -$2.16K | 0.1% | 235 |
|
|
2016
Q4 | $496K | Sell |
10,663
-195
| -2% | -$9.07K | 0.1% | 230 |
|
|
2016
Q3 | $280K | Sell |
10,858
-354
| -3% | -$9.13K | 0.05% | 418 |
|
|
2016
Q2 | $284K | Buy |
11,212
+225
| +2% | +$5.7K | 0.06% | 409 |
|
|
2016
Q1 | $265K | Buy |
10,987
+5,285
| +93% | +$127K | 0.06% | 381 |
|
|
2015
Q4 | $274K | Sell |
5,702
-114
| -2% | -$5.48K | 0.06% | 394 |
|
|
2015
Q3 | $275K | Buy |
5,816
+295
| +5% | +$13.9K | 0.07% | 380 |
|
|
2015
Q2 | $257K | Buy |
5,521
+54
| +1% | +$2.51K | 0.06% | 381 |
|
|
2015
Q1 | $260K | Sell |
5,467
-4,833
| -47% | -$230K | 0.06% | 401 |
|
|
2014
Q4 | $2.68K | Buy |
10,300
+4,650
| +82% | +$1.21K | 0.06% | 445 |
|
|
2014
Q3 | $265K | Sell |
5,650
-5,650
| -50% | -$265K | 0.07% | 402 |
|
|
2014
Q2 | $263K | Buy |
11,300
+5,650
| +100% | +$131K | 0.06% | 360 |
|
|
2014
Q1 | $257K | Hold |
5,650
| – | – | 0.08% | 301 |
|
|
2013
Q4 | $249K | Hold |
5,650
| – | – | 0.08% | 287 |
|
|
2013
Q3 | $252K | Hold |
5,650
| – | – | 0.09% | 266 |
|
|
2013
Q2 | $249K | Buy |
+5,650
| New | +$249K | 0.08% | 268 |
|