B. Riley Wealth Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $450K | Sell |
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|
2016
Q2 | $401K | Sell |
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|
2016
Q1 | $399K | Buy |
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|
2015
Q4 | $386K | Buy |
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|
2015
Q3 | $347K | Buy |
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|
2015
Q2 | $360K | Hold |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q4 | $355 | Sell |
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|
2014
Q3 | $346K | Sell |
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|
2014
Q2 | $299K | Buy |
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|
2014
Q1 | $239K | Buy |
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|
2013
Q4 | $147K | Buy |
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