BRWM
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B. Riley Wealth Management’s UBS Group UBS Stock Holding History

B. Riley Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-24,647
Closed -$440K – 706
2021
Q4 		$440K Buy
+24,647
New +$440K 0.03% 384