BRWA
B. Riley Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
+16,491
| New | +$2.43M | 0.11% | 173 |
|
|
2024
Q4 | $10.6M | Sell |
80,626
-5,226
| -6% | -$689K | 0.35% | 57 |
|
|
2024
Q3 | $11.6M | Sell |
85,852
-4,215
| -5% | -$569K | 0.32% | 64 |
|
|
2024
Q2 | $11M | Buy |
90,067
+19,014
| +27% | +$2.32M | 0.28% | 71 |
|
|
2024
Q1 | $7.2M | Sell |
71,053
-2,661
| -4% | -$270K | 0.19% | 114 |
|
|
2023
Q4 | $8.4M | Buy |
73,714
+2,661
| +4% | +$303K | 0.23% | 96 |
|
|
2023
Q3 | $7.2M | Buy |
71,053
+32,172
| +83% | +$3.26M | 0.19% | 114 |
|
|
2023
Q2 | $4.17M | Sell |
38,881
-11,864
| -23% | -$1.27M | 0.09% | 220 |
|
|
2023
Q1 | $5.13M | Sell |
50,745
-12,485
| -20% | -$1.26M | 0.14% | 168 |
|
|
2022
Q4 | $6.21M | Buy |
63,230
+19,315
| +44% | +$1.9M | 0.17% | 140 |
|
|
2022
Q3 | $3.64M | Buy |
43,915
+15,816
| +56% | +$1.31M | 0.11% | 192 |
|
|
2022
Q2 | $2.46M | Sell |
28,099
-3,555
| -11% | -$311K | 0.1% | 202 |
|
|
2022
Q1 | $3.26M | Buy |
31,654
+308
| +1% | +$31.7K | 0.11% | 203 |
|
|
2021
Q4 | $3.32M | Sell |
31,346
-26
| -0.1% | -$2.75K | 0.1% | 231 |
|
|
2021
Q3 | $3.07M | Buy |
31,372
+2,469
| +9% | +$242K | 0.1% | 244 |
|
|
2021
Q2 | $2.96M | Buy |
28,903
+4,184
| +17% | +$428K | 0.1% | 249 |
|
|
2021
Q1 | $2.43M | Buy |
24,719
+4,986
| +25% | +$490K | 0.09% | 269 |
|
|
2020
Q4 | $1.75M | Sell |
19,733
-5,827
| -23% | -$516K | 0.09% | 224 |
|
|
2020
Q3 | $1.91M | Buy |
25,560
+4,157
| +19% | +$311K | 0.1% | 203 |
|
|
2020
Q2 | $1.47M | Sell |
21,403
-4,600
| -18% | -$316K | 0.1% | 212 |
|
|
2020
Q1 | $1.36M | Buy |
26,003
+4,698
| +22% | +$246K | 0.12% | 180 |
|
|
2019
Q4 | $1.74M | Buy |
21,305
+946
| +5% | +$77.1K | 0.15% | 158 |
|
|
2019
Q3 | $1.58M | Sell |
20,359
-30
| -0.1% | -$2.33K | 0.16% | 154 |
|
|
2019
Q2 | $1.58M | Sell |
20,389
-1,346
| -6% | -$104K | 0.17% | 124 |
|
|
2019
Q1 | $1.63M | Buy |
21,735
+833
| +4% | +$62.5K | 0.2% | 104 |
|
|
2018
Q4 | $1.35M | Buy |
20,902
+208
| +1% | +$13.4K | 0.19% | 120 |
|
|
2018
Q3 | $1.62M | Buy |
20,694
+713
| +4% | +$55.9K | 0.19% | 121 |
|
|
2018
Q2 | $1.43M | Buy |
19,981
+661
| +3% | +$47.4K | 0.19% | 129 |
|
|
2018
Q1 | $1.44M | Sell |
19,320
-4,971
| -20% | -$369K | 0.2% | 122 |
|
|
2017
Q4 | $1.84M | Buy |
24,291
+2,846
| +13% | +$215K | 0.25% | 110 |
|
|
2017
Q3 | $1.52M | Sell |
21,445
-679
| -3% | -$48.2K | 0.25% | 105 |
|
|
2017
Q2 | $1.51M | Buy |
22,124
+2,623
| +13% | +$179K | 0.27% | 106 |
|
|
2017
Q1 | $1.27M | Buy |
19,501
+2,424
| +14% | +$158K | 0.25% | 104 |
|
|
2016
Q4 | $1.06M | Buy |
17,077
+2,577
| +18% | +$161K | 0.22% | 118 |
|
|
2016
Q3 | $609K | Sell |
14,500
-2,039
| -12% | -$85.6K | 0.12% | 210 |
|
|
2016
Q2 | $637K | Buy |
16,539
+1,077
| +7% | +$41.5K | 0.13% | 203 |
|
|
2016
Q1 | $538K | Sell |
15,462
-1,793
| -10% | -$62.4K | 0.12% | 210 |
|
|
2015
Q4 | $915K | Buy |
17,255
+7,680
| +80% | +$407K | 0.19% | 143 |
|
|
2015
Q3 | $478K | Sell |
9,575
-587
| -6% | -$29.3K | 0.11% | 243 |
|
|
2015
Q2 | $550K | Buy |
10,162
+301
| +3% | +$16.3K | 0.14% | 194 |
|
|
2015
Q1 | $550K | Sell |
9,861
-6,621
| -40% | -$369K | 0.13% | 200 |
|
|
2014
Q4 | $5.31K | Buy |
16,482
+8,673
| +111% | +$2.79K | 0.11% | 228 |
|
|
2014
Q3 | $415K | Sell |
7,809
-7,821
| -50% | -$416K | 0.11% | 251 |
|
|
2014
Q2 | $423K | Buy |
15,630
+6,955
| +80% | +$188K | 0.1% | 224 |
|
|
2014
Q1 | $454K | Sell |
8,675
-3,633
| -30% | -$190K | 0.14% | 168 |
|
|
2013
Q4 | $643K | Buy |
12,308
+1,494
| +14% | +$78.1K | 0.21% | 119 |
|
|
2013
Q3 | $502K | Buy |
10,814
+3,064
| +40% | +$142K | 0.17% | 143 |
|
|
2013
Q2 | $330K | Buy |
+7,750
| New | +$330K | 0.11% | 209 |
|