BRWA
PEO

B. Riley Wealth Advisors’s Adams Natural Resources Fund PEO Stock Holding History

B. Riley Wealth Advisors’s Portfolio PEO Stock Details PEO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
2014
Q4 		$10 Buy
2014
Q3 		– Sell
2014
Q2 		$12.8K Buy
2014
Q1 		– Sell
2013
Q4 		$179K Sell
2013
Q3 		$253K Sell
2013
Q2 		$577K Buy