BRWM
B. Riley Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $28.4K | Buy |
22,692
+8,584
| +61% | +$10.7K | 0.03% | 92 |
|
|
2022
Q1 | $2.1M | Buy |
14,108
+771
| +6% | +$115K | 0.16% | 132 |
|
|
2021
Q4 | $2.37M | Sell |
13,337
-287
| -2% | -$51K | 0.16% | 126 |
|
|
2021
Q3 | $2.39M | Buy |
13,624
+653
| +5% | +$115K | 0.18% | 115 |
|
|
2021
Q2 | $2.58M | Sell |
12,971
-4,654
| -26% | -$924K | 0.29% | 88 |
|
|
2021
Q1 | $3.4M | Sell |
17,625
-619
| -3% | -$119K | 0.4% | 66 |
|
|
2020
Q4 | $3.19M | Sell |
18,244
-9,376
| -34% | -$1.64M | 0.41% | 63 |
|
|
2020
Q3 | $4.42M | Buy |
27,620
+10,802
| +64% | +$1.73M | 0.52% | 54 |
|
|
2020
Q2 | $2.62M | Sell |
16,818
-8,831
| -34% | -$1.38M | 0.29% | 89 |
|
|
2020
Q1 | $3.5M | Buy |
25,649
+15,539
| +154% | +$2.12M | 0.37% | 76 |
|
|
2019
Q4 | $1.78M | Buy |
10,110
+6,518
| +181% | +$1.15M | 0.27% | 87 |
|
|
2019
Q3 | $591K | Buy |
3,592
+1,353
| +60% | +$223K | 0.1% | 189 |
|
|
2019
Q2 | $388 | Buy |
2,239
+248
| +12% | +$43 | 0.06% | 243 |
|
|
2019
Q1 | $414K | Buy |
1,991
+187
| +10% | +$38.9K | 0.07% | 236 |
|
|
2018
Q4 | $344K | Sell |
1,804
-314
| -15% | -$59.9K | 0.07% | 230 |
|
|
2018
Q3 | $446K | Buy |
+2,118
| New | +$446K | 0.11% | 159 |
|
|
2015
Q3 | – | Sell |
-746
| Closed | -$115K | – | 520 |
|
|
2015
Q2 | $115K | Buy |
746
+1
| +0.1% | +$154 | 0.09% | 247 |
|
|
2015
Q1 | $122K | Sell |
745
-39
| -5% | -$6.39K | 0.09% | 249 |
|
|
2014
Q4 | $128K | Sell |
784
-199
| -20% | -$32.5K | 0.1% | 227 |
|
|
2014
Q3 | $139K | Buy |
983
+2
| +0.2% | +$283 | 0.1% | 241 |
|
|
2014
Q2 | $140K | Buy |
981
+101
| +11% | +$14.4K | 0.09% | 279 |
|
|
2014
Q1 | $119K | Buy |
+880
| New | +$119K | 0.09% | 281 |
|