B. Riley Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-16,875
Closed -$592K 1421
2024
Q2
$592K Buy
16,875
+1
+0% +$35 0.02% 739
2024
Q1
$523K Hold
16,874
0.01% 768
2023
Q4
$574K Hold
16,874
0.02% 750
2023
Q3
$523K Buy
16,874
+160
+1% +$4.96K 0.01% 768
2023
Q2
$544K Buy
16,714
+94
+0.6% +$3.06K 0.01% 809
2023
Q1
$534K Buy
+16,620
New +$534K 0.01% 778