B. Riley Wealth Advisors’s Virtus Total Return Fund ZTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $151K | Sell |
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|
2023
Q4 | $189K | Buy |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $156K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $134K | Sell |
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|
2021
Q4 | $155K | Sell |
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|
2021
Q3 | $153K | Sell |
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|
2021
Q2 | $161K | Buy |
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|
2021
Q1 | $152K | Sell |
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|
2020
Q4 | $159K | Sell |
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|
2020
Q3 | $157K | Sell |
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|
2020
Q2 | $325K | Buy |
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|
2020
Q1 | $112K | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.43M | Buy |
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|
2019
Q2 | $962K | Buy |
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|
2019
Q1 | $158K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $101 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $99.3K | Sell |
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|
2014
Q1 | $99K | Sell |
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|
2013
Q4 | $103K | Buy |
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|
2013
Q3 | $96K | Sell |
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|
2013
Q2 | $139K | Buy |
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