B. Riley Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $858K | Buy |
33,425
+3,825
| +13% | +$98.2K | 0.03% | 503 |
|
|
2024
Q3 | $777K | Buy |
29,600
+5,750
| +24% | +$151K | 0.02% | 569 |
|
|
2024
Q2 | $613K | Buy |
23,850
+14,700
| +161% | +$378K | 0.02% | 720 |
|
|
2024
Q1 | $227K | Sell |
9,150
-7,200
| -44% | -$178K | 0.01% | 1194 |
|
|
2023
Q4 | $430K | Buy |
16,350
+7,200
| +79% | +$189K | 0.01% | 895 |
|
|
2023
Q3 | $227K | Buy |
+9,150
| New | +$227K | 0.01% | 1194 |
|