B. Riley Wealth Advisors’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,284
| Closed | -$216K | – | 1243 |
|
2024
Q3 | $216K | Sell |
11,284
-2,341
| -17% | -$44.8K | 0.01% | 1103 |
|
2024
Q2 | $253K | Buy |
+13,625
| New | +$253K | 0.01% | 1106 |
|
2023
Q3 | – | Sell |
-15,600
| Closed | -$243K | – | 1595 |
|
2023
Q2 | $243K | Sell |
15,600
-3,250
| -17% | -$50.6K | 0.01% | 1238 |
|
2023
Q1 | $300K | Sell |
18,850
-6,400
| -25% | -$102K | 0.01% | 1068 |
|
2022
Q4 | $443K | Buy |
+25,250
| New | +$443K | 0.01% | 842 |
|