BRWM
B. Riley Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.85K | Sell |
23,134
-4,973
| -18% | -$397 | ﹤0.01% | 218 |
|
|
2022
Q1 | $2.39M | Sell |
28,107
-994
| -3% | -$84.5K | 0.18% | 114 |
|
|
2021
Q4 | $2.29M | Sell |
29,101
-3,054
| -9% | -$240K | 0.16% | 132 |
|
|
2021
Q3 | $2.35M | Sell |
32,155
-6,246
| -16% | -$456K | 0.18% | 118 |
|
|
2021
Q2 | $2.83M | Sell |
38,401
-12,349
| -24% | -$908K | 0.31% | 80 |
|
|
2021
Q1 | $3.86M | Sell |
50,750
-28,442
| -36% | -$2.16M | 0.45% | 57 |
|
|
2020
Q4 | $5.96M | Buy |
79,192
+1
| +0% | +$75 | 0.77% | 37 |
|
|
2020
Q3 | $6.25M | Sell |
79,191
-428
| -0.5% | -$33.8K | 0.74% | 35 |
|
|
2020
Q2 | $6.46M | Buy |
79,619
+1,633
| +2% | +$133K | 0.71% | 35 |
|
|
2020
Q1 | $5.63M | Buy |
77,986
+73,085
| +1,491% | +$5.28M | 0.59% | 43 |
|
|
2019
Q4 | $406K | Sell |
4,901
-88
| -2% | -$7.29K | 0.06% | 239 |
|
|
2019
Q3 | $404K | Buy |
4,989
+660
| +15% | +$53.4K | 0.07% | 231 |
|
|
2019
Q2 | $335 | Sell |
4,329
-22
| -0.5% | -$2 | 0.05% | 265 |
|
|
2019
Q1 | $334K | Buy |
+4,351
| New | +$334K | 0.06% | 259 |
|
|
2015
Q3 | – | Sell |
-1,708
| Closed | -$114K | – | 264 |
|
|
2015
Q2 | $114K | Sell |
1,708
-297
| -15% | -$19.8K | 0.09% | 249 |
|
|
2015
Q1 | $142K | Sell |
2,005
-446
| -18% | -$31.6K | 0.11% | 232 |
|
|
2014
Q4 | $188K | Sell |
2,451
-379
| -13% | -$29.1K | 0.15% | 167 |
|
|
2014
Q3 | $195K | Buy |
2,830
+6
| +0.2% | +$413 | 0.14% | 197 |
|
|
2014
Q2 | $201K | Buy |
2,824
+6
| +0.2% | +$427 | 0.13% | 211 |
|
|
2014
Q1 | $200K | Buy |
+2,818
| New | +$200K | 0.15% | 187 |
|