B. Riley Wealth Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $314K | Buy |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $357K | Buy |
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|
2019
Q3 | $353K | Hold |
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|
2019
Q2 | $327K | Hold |
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|
2019
Q1 | $321K | Hold |
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|
2018
Q4 | $294K | Hold |
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|
2018
Q3 | $291K | Buy |
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|
2018
Q2 | $282K | Buy |
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|
2018
Q1 | $252K | Buy |
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|
2017
Q4 | $262K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $976K | Buy |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $831K | Sell |
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|
2015
Q3 | $890K | Buy |
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|
2015
Q2 | $750K | Sell |
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|
2015
Q1 | $837K | Buy |
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|
2014
Q4 | $623 | Buy |
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|
2014
Q3 | $495K | Sell |
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|
2014
Q2 | $546K | Buy |
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|
2014
Q1 | $503K | Buy |
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|
2013
Q4 | $408K | Buy |
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|
2013
Q3 | $367K | Buy |
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|
2013
Q2 | $301K | Buy |
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