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Montag & Associates’s B. Riley Financial RILY Stock Holding History

Montag & Associates’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,000
Closed -$89K – 882
2021
Q4 		$89K Hold
1,000
– – ﹤0.01% 500
2021
Q3 		$59K Hold
1,000
– – ﹤0.01% 547
2021
Q2 		$76K Hold
1,000
– – ﹤0.01% 499
2021
Q1 		$56K Buy
+1,000
New +$56K ﹤0.01% 546