B. Riley Wealth Advisors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,161
| Closed | -$172K | – | 1278 |
|
|
2024
Q3 | $172K | Buy |
13,161
+52
| +0.4% | +$680 | ﹤0.01% | 1163 |
|
|
2024
Q2 | $151K | Buy |
13,109
+1,047
| +9% | +$12.1K | ﹤0.01% | 1276 |
|
|
2024
Q1 | $144K | Sell |
12,062
-938
| -7% | -$11.2K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $152K | Buy |
13,000
+938
| +8% | +$11K | ﹤0.01% | 1292 |
|
|
2023
Q3 | $144K | Buy |
12,062
+857
| +8% | +$10.3K | ﹤0.01% | 1318 |
|
|
2023
Q2 | $140K | Hold |
11,205
| – | – | ﹤0.01% | 1395 |
|
|
2023
Q1 | $145K | Sell |
11,205
-700
| -6% | -$9.08K | ﹤0.01% | 1340 |
|
|
2022
Q4 | $153K | Buy |
+11,905
| New | +$153K | ﹤0.01% | 1310 |
|