B. Riley Wealth Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $563K | Sell |
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|
2016
Q2 | $548K | Buy |
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|
2016
Q1 | $533K | Buy |
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|
2015
Q4 | $519K | Buy |
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|
2015
Q3 | $509K | Buy |
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|
2015
Q2 | $528K | Sell |
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|
2015
Q1 | $545K | Buy |
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|
2014
Q4 | $523 | Buy |
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|
2014
Q3 | $452K | Sell |
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|
2014
Q2 | $438K | Buy |
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|
2014
Q1 | $374K | Buy |
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|
2013
Q4 | $270K | Buy |
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|
2013
Q3 | $144K | Buy |
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