B. Riley Wealth Advisors’s AG Mortgage Investment Trust MITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,521
| Closed | -$110K | – | 1441 |
|
|
2021
Q2 | $110K | Buy |
+8,521
| New | +$110K | ﹤0.01% | 1302 |
|
|
2016
Q4 | – | Sell |
-6,414
| Closed | -$304K | – | 600 |
|
|
2016
Q3 | $304K | Sell |
6,414
-4
| -0.1% | -$190 | 0.06% | 396 |
|
|
2016
Q2 | $279K | Buy |
6,418
+234
| +4% | +$10.2K | 0.06% | 417 |
|
|
2016
Q1 | $242K | Sell |
6,184
-171
| -3% | -$6.69K | 0.06% | 411 |
|
|
2015
Q4 | $245K | Sell |
6,355
-1,917
| -23% | -$73.9K | 0.05% | 428 |
|
|
2015
Q3 | $378K | Buy |
8,272
+337
| +4% | +$15.4K | 0.09% | 285 |
|
|
2015
Q2 | $412K | Buy |
7,935
+96
| +1% | +$4.98K | 0.1% | 252 |
|
|
2015
Q1 | $443K | Sell |
7,839
-360
| -4% | -$20.3K | 0.11% | 252 |
|
|
2014
Q4 | $4.9K | Buy |
8,199
+84
| +1% | +$50 | 0.1% | 251 |
|
|
2014
Q3 | $433K | Sell |
8,115
-8,246
| -50% | -$440K | 0.11% | 238 |
|
|
2014
Q2 | $464K | Buy |
16,361
+8,064
| +97% | +$229K | 0.11% | 208 |
|
|
2014
Q1 | $436K | Sell |
8,297
-7,548
| -48% | -$397K | 0.13% | 175 |
|
|
2013
Q4 | $743K | Buy |
15,845
+5,428
| +52% | +$255K | 0.24% | 104 |
|
|
2013
Q3 | $519K | Sell |
10,417
-9,602
| -48% | -$478K | 0.18% | 138 |
|
|
2013
Q2 | $1.13M | Buy |
+20,019
| New | +$1.13M | 0.38% | 56 |
|