BRWM
B. Riley Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $137K | Sell |
51,683
-19,694
| -28% | -$52.1K | 0.16% | 40 |
|
|
2022
Q1 | $21.4M | Sell |
71,377
-155
| -0.2% | -$46.4K | 1.65% | 6 |
|
|
2021
Q4 | $29.7M | Buy |
71,532
+758
| +1% | +$315K | 2.06% | 7 |
|
|
2021
Q3 | $23.2M | Buy |
70,774
+30,586
| +76% | +$10M | 1.78% | 7 |
|
|
2021
Q2 | $12.8M | Sell |
40,188
-1,646
| -4% | -$525K | 1.42% | 11 |
|
|
2021
Q1 | $12.8M | Sell |
41,834
-1,513
| -3% | -$462K | 1.49% | 9 |
|
|
2020
Q4 | $11.5M | Sell |
43,347
-1,771
| -4% | -$470K | 1.49% | 10 |
|
|
2020
Q3 | $12.5M | Sell |
45,118
-26,078
| -37% | -$7.24M | 1.48% | 11 |
|
|
2020
Q2 | $17.8M | Sell |
71,196
-49,895
| -41% | -$12.5M | 1.96% | 8 |
|
|
2020
Q1 | $22.6M | Buy |
121,091
+93,027
| +331% | +$17.4M | 2.38% | 6 |
|
|
2019
Q4 | $6.13M | Buy |
28,064
+930
| +3% | +$203K | 0.92% | 26 |
|
|
2019
Q3 | $6.3M | Sell |
27,134
-141
| -0.5% | -$32.7K | 1.1% | 18 |
|
|
2019
Q2 | $5.67K | Sell |
27,275
-98
| -0.4% | -$20 | 0.87% | 24 |
|
|
2019
Q1 | $5.25M | Buy |
27,373
+11,649
| +74% | +$2.24M | 0.91% | 24 |
|
|
2018
Q4 | $2.7M | Sell |
15,724
-545
| -3% | -$93.7K | 0.57% | 41 |
|
|
2018
Q3 | $3.37M | Buy |
+16,269
| New | +$3.37M | 0.83% | 26 |
|
|
2016
Q1 | – | Sell |
-1,980
| Closed | -$261K | – | 147 |
|
|
2015
Q4 | $261K | Sell |
1,980
-87
| -4% | -$11.5K | 0.33% | 110 |
|
|
2015
Q3 | $238K | Buy |
2,067
+156
| +8% | +$18K | 0.34% | 117 |
|
|
2015
Q2 | $212K | Sell |
1,911
-4,419
| -70% | -$490K | 0.17% | 172 |
|
|
2015
Q1 | $719K | Buy |
6,330
+4,381
| +225% | +$498K | 0.54% | 40 |
|
|
2014
Q4 | $204K | Sell |
1,949
-339
| -15% | -$35.5K | 0.17% | 155 |
|
|
2014
Q3 | $209K | Sell |
2,288
-3,565
| -61% | -$326K | 0.16% | 180 |
|
|
2014
Q2 | $473K | Sell |
5,853
-59
| -1% | -$4.77K | 0.31% | 80 |
|
|
2014
Q1 | $468K | Buy |
+5,912
| New | +$468K | 0.35% | 64 |
|