BRWA
B. Riley Wealth Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+1,807
| New | +$227K | 0.01% | 808 |
|
|
2024
Q4 | – | Sell |
-2,189
| Closed | -$302K | – | 1307 |
|
|
2024
Q3 | $302K | Sell |
2,189
-10,924
| -83% | -$1.51M | 0.01% | 948 |
|
|
2024
Q2 | $1.91M | Buy |
13,113
+10,326
| +371% | +$1.5M | 0.05% | 352 |
|
|
2024
Q1 | $412K | Buy |
2,787
+44
| +2% | +$6.51K | 0.01% | 893 |
|
|
2023
Q4 | $376K | Sell |
2,743
-44
| -2% | -$6.03K | 0.01% | 951 |
|
|
2023
Q3 | $412K | Buy |
2,787
+69
| +3% | +$10.2K | 0.01% | 893 |
|
|
2023
Q2 | $350K | Buy |
2,718
+775
| +40% | +$99.8K | 0.01% | 1032 |
|
|
2023
Q1 | $248K | Buy |
1,943
+210
| +12% | +$26.8K | 0.01% | 1170 |
|
|
2022
Q4 | $235K | Buy |
+1,733
| New | +$235K | 0.01% | 1167 |
|
|
2018
Q3 | – | Sell |
-5,863
| Closed | -$253K | – | 750 |
|
|
2018
Q2 | $253K | Buy |
+5,863
| New | +$253K | 0.03% | 532 |
|
|
2017
Q4 | – | Sell |
-6,306
| Closed | -$215K | – | 669 |
|
|
2017
Q3 | $215K | Buy |
+6,306
| New | +$215K | 0.04% | 475 |
|
|
2017
Q2 | – | Sell |
-5,673
| Closed | -$213K | – | 561 |
|
|
2017
Q1 | $213K | Sell |
5,673
-33
| -0.6% | -$1.24K | 0.04% | 449 |
|
|
2016
Q4 | $237K | Buy |
5,706
+310
| +6% | +$12.9K | 0.05% | 404 |
|
|
2016
Q3 | $208K | Buy |
+5,396
| New | +$208K | 0.04% | 526 |
|
|
2015
Q1 | – | Sell |
-43
| Closed | -$2 | – | 2011 |
|
|
2014
Q4 | $2 | Buy |
+43
| New | +$2 | ﹤0.01% | 3440 |
|
|
2014
Q3 | – | Sell |
-20
| Closed | -$1.65K | – | 1920 |
|
|
2014
Q2 | $1.65K | Buy |
+20
| New | +$1.65K | ﹤0.01% | 2248 |
|