B. Riley Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $666K | Sell |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $600K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $735K | Sell |
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|
2022
Q4 | $910K | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $625K | Sell |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $320K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $201K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $207K | Sell |
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|
2016
Q4 | $747K | Buy |
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|
2016
Q3 | $523K | Buy |
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