BRWA
B. Riley Wealth Advisors’s APA Corp APA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,669
| Closed | -$356K | – | 1391 |
|
|
2024
Q1 | $356K | Buy |
8,669
+103
| +1% | +$4.23K | 0.01% | 962 |
|
|
2023
Q4 | $307K | Sell |
8,566
-103
| -1% | -$3.7K | 0.01% | 1044 |
|
|
2023
Q3 | $356K | Buy |
+8,669
| New | +$356K | 0.01% | 962 |
|
|
2023
Q1 | – | Sell |
-18,767
| Closed | -$876K | – | 1522 |
|
|
2022
Q4 | $876K | Buy |
18,767
+2,395
| +15% | +$112K | 0.02% | 580 |
|
|
2022
Q3 | $560K | Buy |
16,372
+3,791
| +30% | +$130K | 0.02% | 708 |
|
|
2022
Q2 | $439K | Buy |
12,581
+7,527
| +149% | +$263K | 0.02% | 714 |
|
|
2022
Q1 | $209K | Buy |
+5,054
| New | +$209K | 0.01% | 1193 |
|
|
2019
Q1 | – | Sell |
-8,665
| Closed | -$228K | – | 742 |
|
|
2018
Q4 | $228K | Sell |
8,665
-3,035
| -26% | -$79.9K | 0.03% | 538 |
|
|
2018
Q3 | $559K | Sell |
11,700
-162
| -1% | -$7.74K | 0.07% | 321 |
|
|
2018
Q2 | $556K | Sell |
11,862
-11,905
| -50% | -$558K | 0.07% | 295 |
|
|
2018
Q1 | $916K | Sell |
23,767
-6,141
| -21% | -$237K | 0.13% | 181 |
|
|
2017
Q4 | $1.27M | Buy |
29,908
+1,422
| +5% | +$60.1K | 0.17% | 149 |
|
|
2017
Q3 | $1.31M | Buy |
28,486
+924
| +3% | +$42.4K | 0.22% | 119 |
|
|
2017
Q2 | $1.32M | Buy |
27,562
+8,901
| +48% | +$427K | 0.24% | 118 |
|
|
2017
Q1 | $961K | Buy |
18,661
+13,749
| +280% | +$708K | 0.19% | 134 |
|
|
2016
Q4 | $314K | Buy |
4,912
+1,370
| +39% | +$87.6K | 0.06% | 333 |
|
|
2016
Q3 | $229K | Buy |
+3,542
| New | +$229K | 0.04% | 498 |
|
|
2015
Q1 | – | Sell |
-1,979
| Closed | -$124 | – | 644 |
|
|
2014
Q4 | $124 | Buy |
+1,979
| New | +$124 | ﹤0.01% | 1600 |
|
|
2014
Q3 | – | Sell |
-508
| Closed | -$51.1K | – | 722 |
|
|
2014
Q2 | $51.1K | Buy |
+508
| New | +$51.1K | 0.01% | 1023 |
|