BRWA
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B. Riley Wealth Advisors’s Moelis & Co MC Stock Holding History

B. Riley Wealth Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,513
Closed -$204K – 1520
2024
Q1 		$204K Buy
+4,513
New +$204K 0.01% 1269
2023
Q4 		– Sell
-4,513
Closed -$204K – 1465
2023
Q3 		$204K Buy
+4,513
New +$204K 0.01% 1269