BRWA
SRV

B. Riley Wealth Advisors’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

B. Riley Wealth Advisors’s Portfolio SRV Stock Details SRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
2015
Q1 		$66K Sell
2014
Q4 		$137 Buy
2014
Q3 		$199K Sell
2014
Q2 		$212K Buy
2014
Q1 		$208K Sell
2013
Q4 		$285K Sell
2013
Q3 		$339K Buy
2013
Q2 		$331K Buy