B. Riley Wealth Advisors’s XP XP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,821	Closed	-$254K	–	1483
2021 Q2	$254K	Sell	5,821 -237	-4%	-$10.3K	0.01%	1115
2021 Q1	$229K	Buy	+6,058	New	+$229K	0.01%	1134