B. Riley Wealth Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-29,175
| Closed | -$249K | – | 1387 |
|
2024
Q2 | $249K | Sell |
29,175
-759
| -3% | -$6.49K | 0.01% | 1115 |
|
2024
Q1 | $234K | Sell |
29,934
-3,036
| -9% | -$23.7K | 0.01% | 1180 |
|
2023
Q4 | $272K | Buy |
32,970
+3,036
| +10% | +$25.1K | 0.01% | 1102 |
|
2023
Q3 | $234K | Hold |
29,934
| – | – | 0.01% | 1180 |
|
2023
Q2 | $253K | Sell |
29,934
-2,530
| -8% | -$21.4K | 0.01% | 1216 |
|
2023
Q1 | $275K | Hold |
32,464
| – | – | 0.01% | 1120 |
|
2022
Q4 | $278K | Buy |
32,464
+2,226
| +7% | +$19.1K | 0.01% | 1081 |
|
2022
Q3 | $275K | Buy |
+30,238
| New | +$275K | 0.01% | 1056 |
|