B. Riley Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.78M | Sell |
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|
2021
Q3 | $2.63M | Sell |
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|
2021
Q2 | $2.71M | Buy |
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|
2021
Q1 | $2.45M | Sell |
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|
2020
Q4 | $2.91M | Sell |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.33M | Sell |
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|
2020
Q1 | $3.36M | Sell |
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|
2019
Q4 | $5.15M | Buy |
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|
2019
Q3 | $2.95M | Sell |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $2.87M | Buy |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $3.23M | Sell |
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|
2018
Q2 | $3.11M | Buy |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $2.94M | Buy |
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|
2017
Q3 | $2.32M | Buy |
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|
2017
Q2 | $1.7M | Buy |
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|
2017
Q1 | $733K | Buy |
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|
2016
Q4 | $653K | Buy |
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|
2016
Q3 | $627K | Buy |
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|
2016
Q2 | $545K | Buy |
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|
2016
Q1 | $362K | Buy |
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|
2015
Q4 | $211K | Buy |
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