B. Riley Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
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|
2024
Q4 | $6.86M | Sell |
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|
2024
Q3 | $6.92M | Sell |
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|
2024
Q2 | $6.94M | Buy |
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|
2024
Q1 | $4.49M | Sell |
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|
2023
Q4 | $5.54M | Buy |
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|
2023
Q3 | $4.49M | Sell |
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|
2023
Q2 | $5.05M | Sell |
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|
2023
Q1 | $5.36M | Sell |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $9.43M | Buy |
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|
2022
Q2 | $7.99M | Sell |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $9.85M | Buy |
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|
2021
Q2 | $9.38M | Buy |
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|
2021
Q1 | $8.69M | Buy |
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|
2020
Q4 | $3.52M | Sell |
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|
2020
Q3 | $3.53M | Buy |
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|
2020
Q2 | $3.15M | Sell |
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|
2020
Q1 | $2.88M | Sell |
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|
2019
Q4 | $4.39M | Sell |
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|
2019
Q3 | $4M | Sell |
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|
2019
Q2 | $4.21M | Sell |
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|
2019
Q1 | $4.31M | Sell |
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|
2018
Q4 | $4.59M | Sell |
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|
2018
Q3 | $5.74M | Buy |
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|
2018
Q2 | $5.29M | Buy |
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|
2018
Q1 | $4.91M | Sell |
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|
2017
Q4 | $5.1M | Sell |
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|
2017
Q3 | $5.1M | Buy |
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|
2017
Q2 | $4.54M | Buy |
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|
2017
Q1 | $4.1M | Buy |
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|
2016
Q4 | $3.65M | Buy |
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|
2016
Q3 | $2.28M | Sell |
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|
2016
Q2 | $2.42M | Sell |
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|
2016
Q1 | $2.72M | Sell |
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|
2015
Q4 | $4.01M | Buy |
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|
2015
Q3 | $3.77M | Buy |
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|
2015
Q2 | $3.63M | Buy |
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|
2015
Q1 | $2.98M | Sell |
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|
2014
Q4 | $19.1K | Buy |
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|
2014
Q3 | $1.11M | Sell |
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|
2014
Q2 | $685K | Buy |
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|
2014
Q1 | $752K | Buy |
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|
2013
Q4 | $710K | Buy |
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|
2013
Q3 | $411K | Sell |
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|
2013
Q2 | $590K | Buy |
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