BRWA
B. Riley Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
+71,515
| New | +$3.75M | 0.18% | 120 |
|
|
2024
Q4 | $6.86M | Sell |
141,981
-11,532
| -8% | -$557K | 0.22% | 97 |
|
|
2024
Q3 | $6.92M | Sell |
153,513
-15,351
| -9% | -$692K | 0.19% | 118 |
|
|
2024
Q2 | $6.94M | Buy |
168,864
+33,534
| +25% | +$1.38M | 0.18% | 121 |
|
|
2024
Q1 | $4.49M | Sell |
135,330
-12,125
| -8% | -$402K | 0.12% | 173 |
|
|
2023
Q4 | $5.54M | Buy |
147,455
+12,125
| +9% | +$456K | 0.15% | 155 |
|
|
2023
Q3 | $4.49M | Sell |
135,330
-14,480
| -10% | -$480K | 0.12% | 173 |
|
|
2023
Q2 | $5.05M | Sell |
149,810
-17,000
| -10% | -$573K | 0.11% | 186 |
|
|
2023
Q1 | $5.36M | Sell |
166,810
-173,153
| -51% | -$5.57M | 0.14% | 161 |
|
|
2022
Q4 | $11.6M | Buy |
339,963
+29,451
| +9% | +$1.01M | 0.33% | 69 |
|
|
2022
Q3 | $9.43M | Buy |
310,512
+56,432
| +22% | +$1.71M | 0.28% | 77 |
|
|
2022
Q2 | $7.99M | Sell |
254,080
-19,298
| -7% | -$607K | 0.34% | 63 |
|
|
2022
Q1 | $10.5M | Buy |
273,378
+1,850
| +0.7% | +$70.9K | 0.34% | 56 |
|
|
2021
Q4 | $10.6M | Buy |
271,528
+9,102
| +3% | +$355K | 0.31% | 69 |
|
|
2021
Q3 | $9.85M | Buy |
262,426
+6,764
| +3% | +$254K | 0.31% | 65 |
|
|
2021
Q2 | $9.38M | Buy |
255,662
+379
| +0.1% | +$13.9K | 0.3% | 70 |
|
|
2021
Q1 | $8.69M | Buy |
255,283
+136,034
| +114% | +$4.63M | 0.31% | 66 |
|
|
2020
Q4 | $3.52M | Sell |
119,249
-28,388
| -19% | -$837K | 0.19% | 124 |
|
|
2020
Q3 | $3.53M | Buy |
147,637
+11,737
| +9% | +$281K | 0.19% | 123 |
|
|
2020
Q2 | $3.15M | Sell |
135,900
-2,254
| -2% | -$52.2K | 0.21% | 117 |
|
|
2020
Q1 | $2.88M | Sell |
138,154
-4,443
| -3% | -$92.5K | 0.25% | 100 |
|
|
2019
Q4 | $4.39M | Sell |
142,597
-374
| -0.3% | -$11.5K | 0.37% | 58 |
|
|
2019
Q3 | $4M | Sell |
142,971
-9,427
| -6% | -$264K | 0.39% | 51 |
|
|
2019
Q2 | $4.21M | Sell |
152,398
-15,087
| -9% | -$416K | 0.46% | 43 |
|
|
2019
Q1 | $4.31M | Sell |
167,485
-25,094
| -13% | -$645K | 0.54% | 36 |
|
|
2018
Q4 | $4.59M | Sell |
192,579
-15,562
| -7% | -$371K | 0.65% | 33 |
|
|
2018
Q3 | $5.74M | Buy |
208,141
+9,273
| +5% | +$256K | 0.68% | 25 |
|
|
2018
Q2 | $5.29M | Buy |
198,868
+20,780
| +12% | +$553K | 0.7% | 24 |
|
|
2018
Q1 | $4.91M | Sell |
178,088
-4,435
| -2% | -$122K | 0.69% | 24 |
|
|
2017
Q4 | $5.1M | Sell |
182,523
-14,671
| -7% | -$410K | 0.69% | 24 |
|
|
2017
Q3 | $5.1M | Buy |
197,194
+13,336
| +7% | +$345K | 0.85% | 23 |
|
|
2017
Q2 | $4.54M | Buy |
183,858
+11,257
| +7% | +$278K | 0.82% | 20 |
|
|
2017
Q1 | $4.1M | Buy |
172,601
+15,645
| +10% | +$371K | 0.82% | 21 |
|
|
2016
Q4 | $3.65M | Buy |
156,956
+15,098
| +11% | +$351K | 0.74% | 31 |
|
|
2016
Q3 | $2.28M | Buy |
141,858
+6,323
| +5% | +$101K | 0.45% | 50 |
|
|
2016
Q2 | $2.42M | Sell |
135,535
-19,082
| -12% | -$341K | 0.48% | 44 |
|
|
2016
Q1 | $2.72M | Sell |
154,617
-13,425
| -8% | -$237K | 0.63% | 34 |
|
|
2015
Q4 | $4.01M | Buy |
168,042
+1,784
| +1% | +$42.5K | 0.81% | 19 |
|
|
2015
Q3 | $3.77M | Buy |
166,258
+17,760
| +12% | +$403K | 0.91% | 13 |
|
|
2015
Q2 | $3.63M | Buy |
148,498
+24,961
| +20% | +$610K | 0.9% | 14 |
|
|
2015
Q1 | $2.98M | Sell |
123,537
-29,677
| -19% | -$715K | 0.73% | 19 |
|
|
2014
Q4 | $19.1K | Buy |
153,214
+105,423
| +221% | +$13.1K | 0.41% | 32 |
|
|
2014
Q3 | $1.11M | Sell |
47,791
-8,469
| -15% | -$196K | 0.29% | 86 |
|
|
2014
Q2 | $685K | Buy |
56,260
+22,609
| +67% | +$275K | 0.16% | 140 |
|
|
2014
Q1 | $752K | Buy |
33,651
+1,172
| +4% | +$26.2K | 0.23% | 111 |
|
|
2013
Q4 | $710K | Buy |
32,479
+11,843
| +57% | +$259K | 0.23% | 113 |
|
|
2013
Q3 | $411K | Sell |
20,636
-9,692
| -32% | -$193K | 0.14% | 167 |
|
|
2013
Q2 | $590K | Buy |
+30,328
| New | +$590K | 0.2% | 124 |
|