B. Riley Wealth Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
+22,106
| New | +$2.4M | 0.11% | 177 |
|
|
2024
Q4 | $5.55M | Buy |
57,372
+2,159
| +4% | +$209K | 0.18% | 124 |
|
|
2024
Q3 | $4.98M | Buy |
55,213
+5,185
| +10% | +$467K | 0.14% | 160 |
|
|
2024
Q2 | $4.29M | Buy |
50,028
+2,200
| +5% | +$188K | 0.11% | 183 |
|
|
2024
Q1 | $3.14M | Buy |
47,828
+27,527
| +136% | +$1.8M | 0.08% | 232 |
|
|
2023
Q4 | $1.48M | Sell |
20,301
-27,527
| -58% | -$2M | 0.04% | 430 |
|
|
2023
Q3 | $3.14M | Sell |
47,828
-568
| -1% | -$37.2K | 0.08% | 232 |
|
|
2023
Q2 | $3.15M | Buy |
48,396
+5,523
| +13% | +$359K | 0.07% | 269 |
|
|
2023
Q1 | $2.49M | Buy |
42,873
+20,422
| +91% | +$1.18M | 0.07% | 294 |
|
|
2022
Q4 | $1.08M | Sell |
22,451
-1,189
| -5% | -$57.1K | 0.03% | 508 |
|
|
2022
Q3 | $1.13M | Buy |
23,640
+4,986
| +27% | +$239K | 0.03% | 471 |
|
|
2022
Q2 | $1.01M | Sell |
18,654
-3,754
| -17% | -$204K | 0.04% | 418 |
|
|
2022
Q1 | $1.54M | Sell |
22,408
-9,716
| -30% | -$669K | 0.05% | 358 |
|
|
2021
Q4 | $2.5M | Buy |
32,124
+2,108
| +7% | +$164K | 0.07% | 298 |
|
|
2021
Q3 | $2.41M | Buy |
30,016
+1,307
| +5% | +$105K | 0.08% | 295 |
|
|
2021
Q2 | $2.26M | Sell |
28,709
-23,385
| -45% | -$1.84M | 0.07% | 309 |
|
|
2021
Q1 | $3.61M | Sell |
52,094
-26,551
| -34% | -$1.84M | 0.13% | 182 |
|
|
2020
Q4 | $5.31M | Buy |
78,645
+11,835
| +18% | +$799K | 0.28% | 82 |
|
|
2020
Q3 | $3.79M | Buy |
66,810
+4,874
| +8% | +$276K | 0.2% | 116 |
|
|
2020
Q2 | $3.35M | Buy |
61,936
+23,167
| +60% | +$1.25M | 0.22% | 109 |
|
|
2020
Q1 | $1.72M | Buy |
+38,769
| New | +$1.72M | 0.15% | 149 |
|