BRWA
B. Riley Wealth Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
+15,913
| New | +$1.15M | 0.05% | 316 |
|
|
2024
Q4 | $3.18M | Sell |
27,019
-817
| -3% | -$96K | 0.1% | 196 |
|
|
2024
Q3 | $3.06M | Sell |
27,836
-38,315
| -58% | -$4.21M | 0.09% | 229 |
|
|
2024
Q2 | $6.46M | Buy |
66,151
+38,418
| +139% | +$3.75M | 0.16% | 127 |
|
|
2024
Q1 | $2.17M | Sell |
27,733
-5,742
| -17% | -$449K | 0.06% | 326 |
|
|
2023
Q4 | $2.41M | Buy |
33,475
+5,742
| +21% | +$413K | 0.06% | 309 |
|
|
2023
Q3 | $2.17M | Sell |
27,733
-5,643
| -17% | -$441K | 0.06% | 326 |
|
|
2023
Q2 | $2.58M | Sell |
33,376
-1,475
| -4% | -$114K | 0.06% | 306 |
|
|
2023
Q1 | $2.12M | Sell |
34,851
-936
| -3% | -$57K | 0.06% | 329 |
|
|
2022
Q4 | $1.6M | Buy |
35,787
+203
| +0.6% | +$9.1K | 0.04% | 400 |
|
|
2022
Q3 | $2.13M | Buy |
35,584
+14,035
| +65% | +$839K | 0.06% | 293 |
|
|
2022
Q2 | $903K | Sell |
21,549
-11,748
| -35% | -$492K | 0.04% | 450 |
|
|
2022
Q1 | $2.31M | Sell |
33,297
-9,522
| -22% | -$660K | 0.08% | 268 |
|
|
2021
Q4 | $3.93M | Buy |
42,819
+8,047
| +23% | +$738K | 0.11% | 195 |
|
|
2021
Q3 | $2.51M | Buy |
34,772
+10,064
| +41% | +$728K | 0.08% | 283 |
|
|
2021
Q2 | $2.44M | Buy |
24,708
+20,945
| +557% | +$2.07M | 0.08% | 290 |
|
|
2021
Q1 | $2.59M | Buy |
3,763
+766
| +26% | +$527K | 0.09% | 254 |
|
|
2020
Q4 | $2.4M | Sell |
2,997
-27,504
| -90% | -$22M | 0.13% | 175 |
|
|
2020
Q3 | $14.2M | Buy |
30,501
+14,503
| +91% | +$6.75M | 0.76% | 23 |
|
|
2020
Q2 | $6.5M | Buy |
15,998
+11,056
| +224% | +$4.49M | 0.43% | 52 |
|
|
2020
Q1 | $955K | Buy |
4,942
+1,945
| +65% | +$376K | 0.08% | 252 |
|
|
2019
Q4 | $779K | Sell |
2,997
-2,338
| -44% | -$608K | 0.07% | 290 |
|
|
2019
Q3 | $1M | Buy |
5,335
+3,005
| +129% | +$564K | 0.1% | 222 |
|
|
2019
Q2 | $531K | Buy |
2,330
+277
| +13% | +$63.1K | 0.06% | 359 |
|
|
2019
Q1 | $407K | Sell |
2,053
-6,265
| -75% | -$1.24M | 0.05% | 392 |
|
|
2018
Q4 | $967K | Buy |
8,318
+3,588
| +76% | +$417K | 0.14% | 157 |
|
|
2018
Q3 | $715K | Buy |
4,730
+386
| +9% | +$58.3K | 0.09% | 251 |
|
|
2018
Q2 | $408K | Buy |
+4,344
| New | +$408K | 0.05% | 383 |
|