B. Riley Wealth Management’s High Yield ETF HYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,603
| Closed | -$308K | – | 807 |
|
|
2015
Q2 | $308K | Sell |
7,603
-1,125
| -13% | -$45.6K | 0.24% | 120 |
|
|
2015
Q1 | $361K | Buy |
+8,728
| New | +$361K | 0.27% | 105 |
|
|
2014
Q4 | – | Sell |
-12,135
| Closed | -$608K | – | 1114 |
|
|
2014
Q3 | $608K | Buy |
12,135
+7,283
| +150% | +$365K | 0.45% | 48 |
|
|
2014
Q2 | $258K | Buy |
4,852
+4,002
| +471% | +$213K | 0.17% | 165 |
|
|
2014
Q1 | $45K | Buy |
+850
| New | +$45K | 0.03% | 462 |
|