B. Riley Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $506K | Sell |
6,501
-374
| -5% | -$29.1K | 0.02% | 691 |
|
|
2024
Q3 | $486K | Sell |
6,875
-1,541
| -18% | -$109K | 0.01% | 750 |
|
|
2024
Q2 | $549K | Buy |
8,416
+4,902
| +139% | +$320K | 0.01% | 774 |
|
|
2024
Q1 | $546K | Sell |
3,514
-4,895
| -58% | -$761K | 0.01% | 752 |
|
|
2023
Q4 | $502K | Sell |
8,409
-2,133
| -20% | -$127K | 0.01% | 809 |
|
|
2023
Q3 | $546K | Sell |
10,542
-2,352
| -18% | -$122K | 0.01% | 752 |
|
|
2023
Q2 | $679K | Buy |
12,894
+432
| +3% | +$22.8K | 0.02% | 724 |
|
|
2023
Q1 | $627K | Sell |
12,462
-171
| -1% | -$8.61K | 0.02% | 719 |
|
|
2022
Q4 | $663K | Sell |
12,633
-1,797
| -12% | -$94.4K | 0.02% | 684 |
|
|
2022
Q3 | $680K | Buy |
14,430
+7,650
| +113% | +$360K | 0.02% | 641 |
|
|
2022
Q2 | $335K | Hold |
6,780
| – | – | 0.01% | 825 |
|
|
2022
Q1 | $408K | Sell |
6,780
-561
| -8% | -$33.8K | 0.01% | 861 |
|
|
2021
Q4 | $473K | Sell |
7,341
-453
| -6% | -$29.2K | 0.01% | 836 |
|
|
2021
Q3 | $489K | Sell |
7,794
-252
| -3% | -$15.8K | 0.02% | 794 |
|
|
2021
Q2 | $497K | Buy |
8,046
+3
| +0% | +$185 | 0.02% | 774 |
|
|
2021
Q1 | $460K | Buy |
8,043
+132
| +2% | +$7.55K | 0.02% | 777 |
|
|
2020
Q4 | $396K | Sell |
7,911
-34,098
| -81% | -$1.71M | 0.02% | 611 |
|
|
2020
Q3 | $1.71M | Buy |
42,009
+6,288
| +18% | +$256K | 0.09% | 226 |
|
|
2020
Q2 | $1.42M | Buy |
+35,721
| New | +$1.42M | 0.1% | 219 |
|