B. Riley Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,277
| Closed | -$342K | – | 1613 |
|
|
2022
Q4 | $342K | Buy |
+3,277
| New | +$342K | 0.01% | 971 |
|
|
2022
Q3 | – | Sell |
-2,978
| Closed | -$312K | – | 1529 |
|
|
2022
Q2 | $312K | Buy |
2,978
+295
| +11% | +$30.9K | 0.01% | 860 |
|
|
2022
Q1 | $281K | Sell |
2,683
-873
| -25% | -$91.4K | 0.01% | 1045 |
|
|
2021
Q4 | $382K | Sell |
3,556
-901
| -20% | -$96.8K | 0.01% | 951 |
|
|
2021
Q3 | $480K | Buy |
4,457
+1,298
| +41% | +$140K | 0.02% | 799 |
|
|
2021
Q2 | $341K | Hold |
3,159
| – | – | 0.01% | 953 |
|
|
2021
Q1 | $341K | Sell |
3,159
-74
| -2% | -$7.99K | 0.01% | 932 |
|
|
2020
Q4 | $350K | Buy |
3,233
+137
| +4% | +$14.8K | 0.02% | 674 |
|
|
2020
Q3 | $335K | Buy |
3,096
+251
| +9% | +$27.2K | 0.02% | 681 |
|
|
2020
Q2 | $307K | Buy |
2,845
+107
| +4% | +$11.5K | 0.02% | 627 |
|
|
2020
Q1 | $292K | Sell |
2,738
-1,144
| -29% | -$122K | 0.02% | 545 |
|
|
2019
Q4 | $415K | Buy |
+3,882
| New | +$415K | 0.04% | 495 |
|