BRWM
B. Riley Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $291K | Buy |
29,444
+14,274
| +94% | +$141K | 0.34% | 27 |
|
|
2022
Q1 | $810K | Sell |
15,170
-3,299
| -18% | -$176K | 0.06% | 241 |
|
|
2021
Q4 | $1.12M | Buy |
18,469
+1,579
| +9% | +$95.3K | 0.08% | 216 |
|
|
2021
Q3 | $1.19M | Buy |
+16,890
| New | +$1.19M | 0.09% | 203 |
|
|
2020
Q3 | – | Sell |
-10,147
| Closed | -$519K | – | 426 |
|
|
2020
Q2 | $519K | Sell |
10,147
-4,329
| -30% | -$221K | 0.06% | 224 |
|
|
2020
Q1 | $609K | Buy |
14,476
+4,962
| +52% | +$209K | 0.06% | 247 |
|
|
2019
Q4 | $760K | Buy |
9,514
+104
| +1% | +$8.31K | 0.11% | 171 |
|
|
2019
Q3 | $650K | Sell |
9,410
-230
| -2% | -$15.9K | 0.11% | 173 |
|
|
2019
Q2 | $675 | Sell |
9,640
-1,219
| -11% | -$85 | 0.1% | 175 |
|
|
2019
Q1 | $676K | Sell |
10,859
-811
| -7% | -$50.5K | 0.12% | 174 |
|
|
2018
Q4 | $608K | Sell |
11,670
-1,239
| -10% | -$64.6K | 0.13% | 167 |
|
|
2018
Q3 | $926K | Buy |
+12,909
| New | +$926K | 0.23% | 100 |
|
|
2016
Q1 | – | Sell |
-16,550
| Closed | -$856K | – | 136 |
|
|
2015
Q4 | $856K | Sell |
16,550
-3,108
| -16% | -$161K | 1.09% | 21 |
|
|
2015
Q3 | $975K | Buy |
19,658
+5,908
| +43% | +$293K | 1.38% | 13 |
|
|
2015
Q2 | $759K | Buy |
13,750
+700
| +5% | +$38.6K | 0.6% | 28 |
|
|
2015
Q1 | $672K | Sell |
13,050
-150
| -1% | -$7.72K | 0.51% | 42 |
|
|
2014
Q4 | $714K | Buy |
13,200
+400
| +3% | +$21.6K | 0.58% | 35 |
|
|
2014
Q3 | $663K | Buy |
12,800
+1,858
| +17% | +$96.2K | 0.49% | 43 |
|
|
2014
Q2 | $515K | Buy |
10,942
+1,200
| +12% | +$56.5K | 0.33% | 69 |
|
|
2014
Q1 | $464K | Buy |
+9,742
| New | +$464K | 0.34% | 66 |
|