B. Riley Wealth Advisors’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $429K | Buy |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $328K | Sell |
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|
2020
Q3 | $399K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $282K | Buy |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $311K | Buy |
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|
2018
Q3 | $277K | Sell |
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|
2018
Q2 | $374K | Hold |
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|
2018
Q1 | $344K | Sell |
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|
2017
Q4 | $690K | Sell |
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|
2017
Q3 | $683K | Sell |
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|
2017
Q2 | $677K | Buy |
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|
2017
Q1 | $666K | Buy |
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|
2016
Q4 | $628K | Sell |
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|
2016
Q3 | $438K | Buy |
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|
2016
Q2 | $410K | Buy |
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|
2016
Q1 | $397K | Buy |
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|
2015
Q4 | $556K | Buy |
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|
2015
Q3 | $338K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $349K | Buy |
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|
2014
Q4 | $231 | Buy |
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|
2014
Q3 | $209K | Sell |
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|
2014
Q2 | $224K | Buy |
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|
2014
Q1 | $236K | Buy |
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|
2013
Q4 | $184K | Buy |
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|
2013
Q3 | $150K | Buy |
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