BRWA
B. Riley Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,975
| Closed | -$229K | – | 1478 |
|
|
2021
Q1 | $229K | Buy |
+4,975
| New | +$229K | 0.01% | 1135 |
|
|
2020
Q2 | – | Sell |
-7,122
| Closed | -$237K | – | 908 |
|
|
2020
Q1 | $237K | Sell |
7,122
-24,757
| -78% | -$824K | 0.02% | 608 |
|
|
2019
Q4 | $1.62M | Buy |
31,879
+3,270
| +11% | +$166K | 0.14% | 167 |
|
|
2019
Q3 | $1.4M | Buy |
28,609
+3,602
| +14% | +$176K | 0.14% | 170 |
|
|
2019
Q2 | $1.2M | Buy |
+25,007
| New | +$1.2M | 0.13% | 171 |
|