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