BRWA
UDF

B. Riley Wealth Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

B. Riley Wealth Advisors’s Portfolio UDF Stock Details UDF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-170,700
Closed -$546K – 665
2016
Q1 		$546K Buy
170,700
+37,961
+29% +$121K 0.13% 207
2015
Q4 		$1.46M Buy
132,739
+30,439
+30% +$335K 0.3% 88
2015
Q3 		$1.8M Buy
+102,300
New +$1.8M 0.43% 49