B. Riley Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,666
| Closed | -$207K | – | 1607 |
|
|
2022
Q4 | $207K | Buy |
+3,666
| New | +$207K | 0.01% | 1243 |
|
|
2022
Q2 | – | Sell |
-3,666
| Closed | -$234K | – | 1364 |
|
|
2022
Q1 | $234K | Hold |
3,666
| – | – | 0.01% | 1139 |
|
|
2021
Q4 | $236K | Buy |
+3,666
| New | +$236K | 0.01% | 1194 |
|
|
2016
Q3 | – | Sell |
-14,539
| Closed | -$433K | – | 646 |
|
|
2016
Q2 | $433K | Buy |
+14,539
| New | +$433K | 0.09% | 285 |
|
|
2015
Q1 | – | Sell |
-1,203
| Closed | -$38 | – | 1688 |
|
|
2014
Q4 | $38 | Buy |
+1,203
| New | +$38 | ﹤0.01% | 2238 |
|
|
2014
Q3 | – | Sell |
-677
| Closed | -$19.7K | – | 1642 |
|
|
2014
Q2 | $19.7K | Buy |
+677
| New | +$19.7K | ﹤0.01% | 1479 |
|