BRWA
B. Riley Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,344
| Closed | -$355K | – | 1427 |
|
|
2021
Q4 | $355K | Buy |
+6,344
| New | +$355K | 0.01% | 980 |
|
|
2018
Q2 | – | Sell |
-12,942
| Closed | -$523K | – | 693 |
|
|
2018
Q1 | $523K | Sell |
12,942
-332
| -3% | -$13.4K | 0.07% | 299 |
|
|
2017
Q4 | $542K | Buy |
+13,274
| New | +$542K | 0.07% | 296 |
|
|
2017
Q3 | – | Sell |
-24,120
| Closed | -$877K | – | 554 |
|
|
2017
Q2 | $877K | Sell |
24,120
-1,222
| -5% | -$44.4K | 0.16% | 166 |
|
|
2017
Q1 | $892K | Buy |
+25,342
| New | +$892K | 0.18% | 145 |
|
|
2016
Q1 | – | Sell |
-12,582
| Closed | -$357K | – | 569 |
|
|
2015
Q4 | $357K | Buy |
+12,582
| New | +$357K | 0.07% | 313 |
|