B. Riley Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $292K | Buy |
+5,878
| New | +$292K | 0.01% | 710 |
|
2024
Q4 | $285K | Buy |
5,720
+360
| +7% | +$17.9K | 0.01% | 887 |
|
2024
Q3 | $267K | Sell |
5,360
-554
| -9% | -$27.6K | 0.01% | 1014 |
|
2024
Q2 | $294K | Sell |
5,914
-4,292
| -42% | -$213K | 0.01% | 1036 |
|
2024
Q1 | $505K | Sell |
10,206
-3
| -0% | -$148 | 0.01% | 787 |
|
2023
Q4 | $507K | Buy |
10,209
+3
| +0% | +$149 | 0.01% | 803 |
|
2023
Q3 | $505K | Buy |
10,206
+130
| +1% | +$6.43K | 0.01% | 787 |
|
2023
Q2 | $498K | Buy |
+10,076
| New | +$498K | 0.01% | 858 |
|