B. Riley Wealth Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $600 | Buy |
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|
2022
Q1 | $602K | Buy |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $648K | Buy |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $591K | Hold |
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|
2020
Q4 | $592K | Buy |
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|
2020
Q3 | $540K | Buy |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $560K | Buy |
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|
2019
Q3 | $437K | Buy |
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|
2019
Q2 | $241 | Buy |
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