B. RILEY WEALTH ADVISORS, INC. – Schwab 1-5 Year Corporate Bond ETF Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$2.74M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-2.50%
quarter
Schwab 1-5 Year Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.56% | -332 shares | -86K | $46.3 | 59.19K |
| Q2 2022 | share | Increase | +5.65% | 3.18K shares | 90K | $47.49 | 59.53K |
| Q1 2022 | share | Increase | +3.79% | 2.05K shares | -8K | $48.56 | 56.34K |
| Q4 2021 | share | Increase | +5.35% | 2.75K shares | 113K | $50.54 | 54.28K |
| Q3 2021 | share | Decrease | -0.91% | -475 shares | -30K | $50.93 | 51.53K |
| Q2 2021 | share | Decrease | -1.66% | -880 shares | -35K | $50.93 | 52.00K |
| Q1 2021 | share | Increase | 0.00% | 52.88K shares | 2.69M | $50.62 | 52.88K |