B. Riley Wealth Management’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26,001
| Closed | -$198K | – | 490 |
|
|
2020
Q4 | $198K | Sell |
26,001
-3,220
| -11% | -$24.5K | 0.03% | 335 |
|
|
2020
Q3 | $175K | Buy |
+29,221
| New | +$175K | 0.02% | 371 |
|
|
2020
Q2 | – | Sell |
-1,255
| Closed | -$8K | – | 573 |
|
|
2020
Q1 | $8K | Buy |
+1,255
| New | +$8K | ﹤0.01% | 516 |
|
|
2019
Q1 | – | Sell |
-1,935
| Closed | -$76K | – | 432 |
|
|
2018
Q4 | $76K | Buy |
+1,935
| New | +$76K | 0.02% | 329 |
|