B. RILEY WEALTH ADVISORS, INC. – The Charles Schwab Corporation Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$3.72M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +43.67% | 16.63K shares | 1.49M | $71.87 | 54.71K |
| Q2 2022 | share | Decrease | -3.70% | -1.46K shares | -863K | $63.18 | 38.08K |
| Q1 2022 | share | Decrease | -9.71% | -4.25K shares | -594K | $84.31 | 39.54K |
| Q4 2021 | share | Decrease | -0.22% | -96 shares | 487K | $84.48 | 43.8K |
| Q3 2021 | share | Decrease | -13.08% | -6.60K shares | -127K | $72.68 | 43.89K |
| Q2 2021 | share | Increase | +39.72% | 14.35K shares | 1.02M | $72.48 | 50.49K |
| Q1 2021 | share | Decrease | -1.57% | -576 shares | 352K | $64.71 | 36.14K |
| Q4 2020 | share | Increase | +10.69% | 3.54K shares | 753K | $52.49 | 36.71K |
| Q3 2020 | share | Increase | +5.01% | 1.58K shares | 129K | $35.71 | 33.17K |
| Q2 2020 | share | Decrease | -14.50% | -5.35K shares | -177K | $33.08 | 31.59K |
| Q1 2020 | share | Increase | +41.57% | 10.85K shares | 0 | $32.79 | 36.94K |
| Q4 2019 | share | Decrease | -4.51% | -1.23K shares | 99K | $46.21 | 26.09K |
| Q3 2019 | share | Decrease | -16.13% | -5.25K shares | -167K | $40.49 | 27.33K |
| Q2 2019 | share | Increase | +27.55% | 7.03K shares | 216K | $38.72 | 32.58K |
| Q1 2019 | share | Increase | +14.49% | 3.23K shares | 166K | $41.04 | 25.55K |
| Q4 2018 | share | Increase | +1.68% | 369 shares | -152K | $39.72 | 22.31K |
| Q3 2018 | share | Increase | +1.30% | 281 shares | -28K | $46.88 | 21.94K |
| Q2 2018 | share | Increase | +11.41% | 2.21K shares | 92K | $48.61 | 21.66K |
| Q1 2018 | share | Increase | +1.34% | 258 shares | 29K | $49.59 | 19.44K |
| Q4 2017 | share | Increase | +2.83% | 529 shares | 170K | $48.69 | 19.19K |
| Q3 2017 | share | Increase | +4.70% | 838 shares | 50K | $41.38 | 18.66K |
| Q2 2017 | share | Increase | 0.00% | 17.82K shares | 768K | $40.57 | 17.82K |
| Q1 2016 | share | Decrease | -100.00% | -14.74K shares | -487K | $26.17 | 0 |