BRWA
B. Riley Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,740
| Closed | -$323K | – | 1425 |
|
|
2021
Q4 | $323K | Sell |
5,740
-57
| -1% | -$3.21K | 0.01% | 1028 |
|
|
2021
Q3 | $301K | Sell |
5,797
-109,390
| -95% | -$5.68M | 0.01% | 1036 |
|
|
2021
Q2 | $6.25M | Buy |
+115,187
| New | +$6.25M | 0.2% | 112 |
|
|
2018
Q4 | – | Sell |
-7,824
| Closed | -$315K | – | 688 |
|
|
2018
Q3 | $315K | Sell |
7,824
-120
| -2% | -$4.83K | 0.04% | 481 |
|
|
2018
Q2 | $295K | Buy |
7,944
+1,827
| +30% | +$67.8K | 0.04% | 470 |
|
|
2018
Q1 | $232K | Buy |
+6,117
| New | +$232K | 0.03% | 537 |
|