B. RILEY WEALTH ADVISORS, INC. – Morgan Stanley Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$3.10M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +32.24% | 9.58K shares | 846K | $79.01 | 39.30K |
| Q2 2022 | share | Increase | +19.90% | 4.93K shares | 94K | $76.06 | 29.72K |
| Q1 2022 | share | Decrease | -10.44% | -2.89K shares | -552K | $87.4 | 24.79K |
| Q4 2021 | share | Increase | +8.51% | 2.17K shares | 246K | $98.8 | 27.68K |
| Q3 2021 | share | Increase | +2.38% | 592 shares | 215K | $96.65 | 25.51K |
| Q2 2021 | share | Increase | +101.07% | 12.52K shares | 1.31M | $90.41 | 24.92K |
| Q1 2021 | share | Decrease | -8.20% | -1.10K shares | 20K | $76.26 | 12.39K |
| Q4 2020 | share | Decrease | -24.27% | -4.32K shares | 65K | $66.95 | 13.50K |
| Q3 2020 | share | Increase | +16.77% | 2.56K shares | 123K | $46.9 | 17.82K |
| Q2 2020 | share | Increase | +6.38% | 916 shares | 251K | $46.52 | 15.26K |
| Q1 2020 | share | Increase | +142.80% | 8.44K shares | 185K | $32.47 | 14.35K |
| Q4 2019 | share | Decrease | -24.06% | -1.87K shares | -30K | $48.5 | 5.91K |
| Q3 2019 | share | Increase | +6.18% | 453 shares | 11K | $40.18 | 7.78K |
| Q2 2019 | share | Decrease | -0.38% | -28 shares | 10K | $40.93 | 7.33K |
| Q1 2019 | share | Decrease | -4.20% | -323 shares | 6K | $39.18 | 7.35K |
| Q4 2018 | share | Decrease | -42.50% | -5.67K shares | -317K | $36.56 | 7.68K |
| Q3 2018 | share | Increase | +6.07% | 765 shares | 25K | $42.65 | 13.36K |
| Q2 2018 | share | Decrease | -7.65% | -1.04K shares | -139K | $43.16 | 12.59K |
| Q1 2018 | share | Increase | +4.14% | 542 shares | 49K | $48.9 | 13.63K |
| Q4 2017 | share | Decrease | -0.94% | -124 shares | 50K | $47.34 | 13.09K |
| Q3 2017 | share | Increase | +12.31% | 1.44K shares | 113K | $43.24 | 13.22K |
| Q2 2017 | share | Increase | +9.63% | 1.03K shares | 65K | $39.79 | 11.77K |
| Q1 2017 | share | Increase | +16.46% | 1.51K shares | 70K | $38.08 | 10.73K |
| Q4 2016 | share | Increase | 0.00% | 9.22K shares | 390K | $37.38 | 9.22K |