B. RILEY WEALTH ADVISORS, INC. – Schwab U.S. TIPS ETF Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$2.91M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.41% | -803 shares | -270K | $51.8 | 56.33K |
| Q2 2022 | share | Increase | +1.64% | 924 shares | -224K | $55.8 | 57.14K |
| Q1 2022 | share | Decrease | -41.01% | -39.08K shares | -2.58M | $60.71 | 56.21K |
| Q4 2021 | share | Increase | +81.82% | 42.88K shares | 2.71M | $62.99 | 95.29K |
| Q3 2021 | share | Decrease | -0.02% | -12 shares | 2K | $61.98 | 52.41K |
| Q2 2021 | share | Decrease | -0.60% | -315 shares | 52K | $60.85 | 52.42K |
| Q1 2021 | share | Increase | +521.57% | 44.25K shares | 2.69M | $59.02 | 52.74K |
| Q4 2020 | share | Increase | +4.60% | 373 shares | 27K | $59.91 | 8.48K |
| Q3 2020 | share | Decrease | -1.96% | -162 shares | 3K | $58.91 | 8.11K |
| Q2 2020 | share | Increase | +1.46% | 119 shares | 28K | $57.27 | 8.27K |
| Q1 2020 | share | Decrease | -4.81% | -412 shares | -17K | $54.88 | 8.15K |
| Q4 2019 | share | Increase | +0.21% | 18 shares | 0 | $54.04 | 8.56K |
| Q3 2019 | share | Increase | +20.85% | 1.47K shares | 87K | $53.67 | 8.54K |
| Q2 2019 | share | Increase | +11.33% | 720 shares | 49K | $52.86 | 7.07K |
| Q1 2019 | share | Increase | +15.86% | 870 shares | 58K | $51.43 | 6.35K |
| Q4 2018 | share | Decrease | -1.69% | -94 shares | -9K | $49.8 | 5.48K |
| Q3 2018 | share | Decrease | -1.47% | -83 shares | -10K | $50.23 | 5.57K |
| Q2 2018 | share | Increase | +1.71% | 95 shares | 5K | $50.64 | 5.66K |
| Q1 2018 | share | Increase | +12.74% | 629 shares | 32K | $50.2 | 5.56K |
| Q4 2017 | share | Increase | +19.25% | 797 shares | 45K | $50.7 | 4.93K |
| Q3 2017 | share | Increase | 0.00% | 4.14K shares | 229K | $50.02 | 4.14K |
| Q3 2016 | share | Decrease | -100.00% | -4.79K shares | -271K | $50.53 | 0 |
| Q2 2016 | share | Increase | 0.00% | 4.79K shares | 271K | $50 | 4.79K |