B. RILEY WEALTH ADVISORS, INC. – Schwab U.S. Broad Market ETF Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$8.23M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.34% | -6.77K shares | -731K | $41.99 | 196.03K |
| Q2 2022 | share | Increase | +2.43% | 4.81K shares | -1.60M | $44.19 | 202.81K |
| Q1 2022 | share | Increase | +0.31% | 611 shares | -583K | $53.39 | 197.99K |
| Q4 2021 | share | Increase | +2.98% | 2.85K shares | 1.2M | $113.36 | 98.69K |
| Q3 2021 | share | Decrease | -3.62% | -3.60K shares | -415K | $103.86 | 95.83K |
| Q2 2021 | share | Decrease | -1.58% | -1.59K shares | 597K | $103.94 | 99.44K |
| Q1 2021 | share | Increase | +3571.40% | 98.28K shares | 9.52M | $96.11 | 101.03K |
| Q4 2020 | share | Increase | 0.00% | 2.75K shares | 251K | $90.16 | 2.75K |
| Q4 2016 | share | Decrease | -100.00% | -4.06K shares | -213K | $49.8 | 0 |
| Q3 2016 | share | Decrease | -0.85% | -35 shares | 7K | $47.78 | 4.06K |
| Q2 2016 | share | Increase | +0.49% | 20 shares | 5K | $45.78 | 4.09K |
| Q1 2016 | share | Decrease | -8.94% | -400 shares | -19K | $44.64 | 4.07K |