BRWA
B. Riley Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,849
| Closed | -$28.2K | – | 1516 |
|
|
2024
Q1 | $28.2K | Buy |
19,849
+7,093
| +56% | +$10.1K | ﹤0.01% | 1421 |
|
|
2023
Q4 | $23.3K | Sell |
12,756
-7,093
| -36% | -$13K | ﹤0.01% | 1370 |
|
|
2023
Q3 | $28.2K | Buy |
19,849
+2,326
| +13% | +$3.3K | ﹤0.01% | 1421 |
|
|
2023
Q2 | $39.6K | Sell |
17,523
-9,925
| -36% | -$22.4K | ﹤0.01% | 1493 |
|
|
2023
Q1 | $72.7K | Sell |
27,448
-45,713
| -62% | -$121K | ﹤0.01% | 1416 |
|
|
2022
Q4 | $382K | Sell |
73,161
-23,982
| -25% | -$125K | 0.01% | 913 |
|
|
2022
Q3 | $708K | Buy |
97,143
+27,609
| +40% | +$201K | 0.02% | 629 |
|
|
2022
Q2 | $760K | Sell |
69,534
-893
| -1% | -$9.76K | 0.03% | 501 |
|
|
2022
Q1 | $794K | Buy |
70,427
+14,863
| +27% | +$168K | 0.03% | 561 |
|
|
2021
Q4 | $698K | Sell |
55,564
-9,194
| -14% | -$115K | 0.02% | 653 |
|
|
2021
Q3 | $803K | Buy |
64,758
+1,085
| +2% | +$13.5K | 0.03% | 592 |
|
|
2021
Q2 | $865K | Sell |
63,673
-722
| -1% | -$9.81K | 0.03% | 561 |
|
|
2021
Q1 | $861K | Buy |
64,395
+35,942
| +126% | +$481K | 0.03% | 525 |
|
|
2020
Q4 | $278K | Sell |
28,453
-924
| -3% | -$9.03K | 0.01% | 800 |
|
|
2020
Q3 | $297K | Buy |
29,377
+7,398
| +34% | +$74.8K | 0.02% | 718 |
|
|
2020
Q2 | $222K | Sell |
21,979
-1,014
| -4% | -$10.2K | 0.01% | 738 |
|
|
2020
Q1 | $218K | Sell |
22,993
-476
| -2% | -$4.51K | 0.02% | 642 |
|
|
2019
Q4 | $311K | Sell |
23,469
-7,033
| -23% | -$93.2K | 0.03% | 582 |
|
|
2019
Q3 | $382K | Sell |
30,502
-206
| -0.7% | -$2.58K | 0.04% | 502 |
|
|
2019
Q2 | $362K | Sell |
30,708
-14,291
| -32% | -$168K | 0.04% | 494 |
|
|
2019
Q1 | $540K | Buy |
44,999
+477
| +1% | +$5.72K | 0.07% | 313 |
|
|
2018
Q4 | $676K | Sell |
44,522
-31,845
| -42% | -$484K | 0.1% | 225 |
|
|
2018
Q3 | $1.62M | Buy |
76,367
+35,760
| +88% | +$759K | 0.19% | 122 |
|
|
2018
Q2 | $758K | Buy |
40,607
+13
| +0% | +$243 | 0.1% | 220 |
|
|
2018
Q1 | $668K | Buy |
40,594
+8,710
| +27% | +$143K | 0.09% | 236 |
|
|
2017
Q4 | $533K | Buy |
31,884
+4,928
| +18% | +$82.4K | 0.07% | 299 |
|
|
2017
Q3 | $511K | Buy |
26,956
+6,541
| +32% | +$124K | 0.08% | 254 |
|
|
2017
Q2 | $490K | Buy |
20,415
+10,613
| +108% | +$255K | 0.09% | 256 |
|
|
2017
Q1 | $232K | Buy |
9,802
+225
| +2% | +$5.33K | 0.05% | 425 |
|
|
2016
Q4 | $230K | Sell |
9,577
-2,479
| -21% | -$59.5K | 0.05% | 418 |
|
|
2016
Q3 | $331K | Buy |
12,056
+4,035
| +50% | +$111K | 0.06% | 376 |
|
|
2016
Q2 | $234K | Buy |
8,021
+369
| +5% | +$10.8K | 0.05% | 488 |
|
|
2016
Q1 | $245K | Buy |
+7,652
| New | +$245K | 0.06% | 408 |
|
|
2015
Q4 | – | Sell |
-19,458
| Closed | -$489K | – | 598 |
|
|
2015
Q3 | $489K | Buy |
19,458
+767
| +4% | +$19.3K | 0.12% | 236 |
|
|
2015
Q2 | $551K | Sell |
18,691
-2,833
| -13% | -$83.5K | 0.14% | 192 |
|
|
2015
Q1 | $744K | Buy |
21,524
+283
| +1% | +$9.78K | 0.18% | 152 |
|
|
2014
Q4 | $8.14K | Buy |
21,241
+2,642
| +14% | +$1.01K | 0.17% | 129 |
|
|
2014
Q3 | $761K | Sell |
18,599
-17,099
| -48% | -$700K | 0.2% | 139 |
|
|
2014
Q2 | $618K | Buy |
35,698
+15,799
| +79% | +$274K | 0.15% | 159 |
|
|
2014
Q1 | $653K | Sell |
19,899
-1,538
| -7% | -$50.5K | 0.2% | 122 |
|
|
2013
Q4 | $683K | Sell |
21,437
-663
| -3% | -$21.1K | 0.22% | 115 |
|
|
2013
Q3 | $694K | Buy |
22,100
+619
| +3% | +$19.4K | 0.24% | 103 |
|
|
2013
Q2 | $759K | Buy |
+21,481
| New | +$759K | 0.26% | 85 |
|