B. Riley Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
|
|||||
|
2024
Q4 | $10.7M | Sell |
|
|||||
|
2024
Q3 | $13.5M | Buy |
|
|||||
|
2024
Q2 | $8.09M | Buy |
|
|||||
|
2024
Q1 | $3.73M | Sell |
|
|||||
|
2023
Q4 | $4.3M | Buy |
|
|||||
|
2023
Q3 | $3.73M | Sell |
|
|||||
|
2023
Q2 | $8.2M | Sell |
|
|||||
|
2023
Q1 | $9.24M | Buy |
|
|||||
|
2022
Q4 | $9.36M | Buy |
|
|||||
|
2022
Q3 | $8.13M | Buy |
|
|||||
|
2022
Q2 | $7.93M | Buy |
|
|||||
|
2022
Q1 | $4.84M | Buy |
|
|||||
|
2021
Q4 | $4.28M | Buy |
|
|||||
|
2021
Q3 | $3.25M | Buy |
|
|||||
|
2021
Q2 | $3.17M | Buy |
|
|||||
|
2021
Q1 | $2.77M | Buy |
|
|||||
|
2020
Q4 | $1.92M | Sell |
|
|||||
|
2020
Q3 | $3.8M | Sell |
|
|||||
|
2020
Q2 | $5.8M | Buy |
|
|||||
|
2020
Q1 | $4.25M | Buy |
|
|||||
|
2019
Q4 | $496K | Sell |
|
|||||
|
2019
Q3 | $684K | Buy |
|
|||||
|
2019
Q2 | $317K | Buy |
|
|||||
|
2019
Q1 | $303K | Sell |
|
|||||
|
2018
Q4 | $436K | Buy |
|
|||||
|
2018
Q3 | $323K | Sell |
|
|||||
|
2018
Q2 | $319K | Sell |
|
|||||
|
2018
Q1 | $401K | Buy |
|
|||||
|
2017
Q4 | $303K | Buy |
|
|||||
|
2017
Q3 | $305K | Sell |
|
|||||
|
2017
Q2 | $1.02M | Buy |
|
|||||
|
2017
Q1 | $637K | Buy |
|
|||||
|
2016
Q4 | $501K | Sell |
|
|||||
|
2016
Q3 | $714K | Buy |
|
|||||
|
2016
Q2 | $688K | Sell |
|
|||||
|
2016
Q1 | $657K | Sell |
|
|||||
|
2015
Q4 | $596K | Sell |
|
|||||
|
2015
Q3 | $708K | Buy |
|
|||||
|
2015
Q2 | $497K | Sell |
|
|||||
|
2015
Q1 | $639K | Buy |
|
|||||
|
2014
Q4 | $660 | Buy |
|
|||||
|
2014
Q3 | $551K | Sell |
|
|||||
|
2014
Q2 | $648K | Buy |
|
|||||
|
2014
Q1 | $608K | Sell |
|
|||||
|
2013
Q4 | $730K | Sell |
|
|||||
|
2013
Q3 | $743K | Buy |
|
|||||
|
2013
Q2 | $735K | Buy |
|