BRWA
B. Riley Wealth Advisors’s Consolidated Edison ED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $895K | Buy |
+8,914
| New | +$895K | 0.04% | 366 |
|
2024
Q4 | $2.67M | Buy |
29,867
+710
| +2% | +$63.4K | 0.09% | 231 |
|
2024
Q3 | $3.04M | Sell |
29,157
-3,205
| -10% | -$334K | 0.08% | 231 |
|
2024
Q2 | $2.89M | Buy |
32,362
+521
| +2% | +$46.6K | 0.07% | 254 |
|
2024
Q1 | $2.72M | Sell |
31,841
-420
| -1% | -$35.9K | 0.07% | 268 |
|
2023
Q4 | $2.93M | Buy |
32,261
+420
| +1% | +$38.2K | 0.08% | 262 |
|
2023
Q3 | $2.72M | Sell |
31,841
-37,717
| -54% | -$3.23M | 0.07% | 268 |
|
2023
Q2 | $6.29M | Buy |
69,558
+34,909
| +101% | +$3.16M | 0.14% | 155 |
|
2023
Q1 | $3.31M | Buy |
34,649
+8,410
| +32% | +$805K | 0.09% | 224 |
|
2022
Q4 | $2.5M | Buy |
26,239
+1,293
| +5% | +$123K | 0.07% | 291 |
|
2022
Q3 | $2.14M | Buy |
24,946
+3,105
| +14% | +$266K | 0.06% | 291 |
|
2022
Q2 | $2.08M | Sell |
21,841
-1,712
| -7% | -$163K | 0.09% | 239 |
|
2022
Q1 | $2.23M | Sell |
23,553
-281
| -1% | -$26.6K | 0.07% | 275 |
|
2021
Q4 | $2.03M | Buy |
23,834
+238
| +1% | +$20.3K | 0.06% | 346 |
|
2021
Q3 | $1.71M | Buy |
23,596
+785
| +3% | +$57K | 0.05% | 377 |
|
2021
Q2 | $1.64M | Buy |
22,811
+2,298
| +11% | +$165K | 0.05% | 388 |
|
2021
Q1 | $1.54M | Buy |
20,513
+4,175
| +26% | +$312K | 0.05% | 376 |
|
2020
Q4 | $1.18M | Buy |
16,338
+70
| +0.4% | +$5.06K | 0.06% | 287 |
|
2020
Q3 | $1.26M | Buy |
16,268
+142
| +0.9% | +$11K | 0.07% | 276 |
|
2020
Q2 | $1.16M | Buy |
16,126
+2,047
| +15% | +$147K | 0.08% | 253 |
|
2020
Q1 | $1.1M | Sell |
14,079
-11,047
| -44% | -$862K | 0.09% | 220 |
|
2019
Q4 | $2.27M | Buy |
25,126
+4,290
| +21% | +$388K | 0.19% | 117 |
|
2019
Q3 | $1.97M | Sell |
20,836
-1,158
| -5% | -$109K | 0.19% | 115 |
|
2019
Q2 | $1.93M | Buy |
21,994
+6,014
| +38% | +$527K | 0.21% | 98 |
|
2019
Q1 | $1.36M | Buy |
15,980
+2,502
| +19% | +$212K | 0.17% | 133 |
|
2018
Q4 | $1.03M | Buy |
13,478
+1,961
| +17% | +$150K | 0.15% | 149 |
|
2018
Q3 | $878K | Buy |
11,517
+1,482
| +15% | +$113K | 0.1% | 212 |
|
2018
Q2 | $783K | Buy |
10,035
+1,389
| +16% | +$108K | 0.1% | 214 |
|
2018
Q1 | $674K | Sell |
8,646
-1,104
| -11% | -$86.1K | 0.09% | 233 |
|
2017
Q4 | $829K | Sell |
9,750
-133
| -1% | -$11.3K | 0.11% | 203 |
|
2017
Q3 | $798K | Buy |
9,883
+428
| +5% | +$34.6K | 0.13% | 170 |
|
2017
Q2 | $765K | Buy |
9,455
+207
| +2% | +$16.7K | 0.14% | 184 |
|
2017
Q1 | $719K | Sell |
9,248
-234
| -2% | -$18.2K | 0.14% | 177 |
|
2016
Q4 | $699K | Sell |
9,482
-1,720
| -15% | -$127K | 0.14% | 176 |
|
2016
Q3 | $845K | Sell |
11,202
-1,330
| -11% | -$100K | 0.17% | 161 |
|
2016
Q2 | $1.01M | Buy |
12,532
+615
| +5% | +$49.5K | 0.2% | 134 |
|
2016
Q1 | $913K | Buy |
11,917
+2,386
| +25% | +$183K | 0.21% | 118 |
|
2015
Q4 | $613K | Sell |
9,531
-1,217
| -11% | -$78.3K | 0.12% | 202 |
|
2015
Q3 | $719K | Buy |
10,748
+775
| +8% | +$51.8K | 0.17% | 158 |
|
2015
Q2 | $578K | Sell |
9,973
-2,072
| -17% | -$120K | 0.14% | 185 |
|
2015
Q1 | $735K | Buy |
12,045
+4,037
| +50% | +$246K | 0.18% | 154 |
|
2014
Q4 | $5.89K | Buy |
8,008
+1,357
| +20% | +$998 | 0.13% | 202 |
|
2014
Q3 | $432K | Sell |
6,651
-8,330
| -56% | -$541K | 0.11% | 240 |
|
2014
Q2 | $504K | Buy |
14,981
+7,921
| +112% | +$266K | 0.12% | 199 |
|
2014
Q1 | $379K | Buy |
7,060
+403
| +6% | +$21.6K | 0.11% | 205 |
|
2013
Q4 | $368K | Buy |
6,657
+903
| +16% | +$49.9K | 0.12% | 196 |
|
2013
Q3 | $317K | Buy |
5,754
+52
| +0.9% | +$2.87K | 0.11% | 210 |
|
2013
Q2 | $332K | Buy |
+5,702
| New | +$332K | 0.11% | 205 |
|