BRWA
B. Riley Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
+11,255
| New | +$466K | 0.02% | 542 |
|
|
2024
Q4 | $592K | Sell |
14,559
-2,702
| -16% | -$110K | 0.02% | 632 |
|
|
2024
Q3 | $765K | Sell |
17,261
-82
| -0.5% | -$3.63K | 0.02% | 580 |
|
|
2024
Q2 | $666K | Sell |
17,343
-280
| -2% | -$10.8K | 0.02% | 687 |
|
|
2024
Q1 | $600K | Buy |
17,623
+2,105
| +14% | +$71.7K | 0.02% | 710 |
|
|
2023
Q4 | $622K | Sell |
15,518
-2,105
| -12% | -$84.3K | 0.02% | 709 |
|
|
2023
Q3 | $600K | Sell |
17,623
-570
| -3% | -$19.4K | 0.02% | 710 |
|
|
2023
Q2 | $686K | Sell |
18,193
-1,476
| -8% | -$55.6K | 0.02% | 720 |
|
|
2023
Q1 | $735K | Sell |
19,669
-4,971
| -20% | -$186K | 0.02% | 653 |
|
|
2022
Q4 | $910K | Sell |
24,640
-3,128
| -11% | -$116K | 0.03% | 570 |
|
|
2022
Q3 | $1M | Buy |
27,768
+7,492
| +37% | +$270K | 0.03% | 505 |
|
|
2022
Q2 | $829K | Buy |
20,276
+7,350
| +57% | +$301K | 0.03% | 478 |
|
|
2022
Q1 | $625K | Sell |
12,926
-34,248
| -73% | -$1.66M | 0.02% | 644 |
|
|
2021
Q4 | $2.44M | Buy |
47,174
+39,986
| +556% | +$2.07M | 0.07% | 304 |
|
|
2021
Q3 | $320K | Buy |
7,188
+807
| +13% | +$35.9K | 0.01% | 1006 |
|
|
2021
Q2 | $283K | Buy |
6,381
+1,308
| +26% | +$58K | 0.01% | 1053 |
|
|
2021
Q1 | $201K | Buy |
+5,073
| New | +$201K | 0.01% | 1196 |
|
|
2017
Q2 | – | Sell |
-6,523
| Closed | -$207K | – | 560 |
|
|
2017
Q1 | $207K | Sell |
6,523
-17,746
| -73% | -$563K | 0.04% | 455 |
|
|
2016
Q4 | $747K | Buy |
24,269
+8,318
| +52% | +$256K | 0.15% | 161 |
|
|
2016
Q3 | $523K | Buy |
+15,951
| New | +$523K | 0.1% | 250 |
|