B. Riley Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.52K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $370K | Buy |
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|
2016
Q1 | $262K | Sell |
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|
2015
Q4 | $276K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $390K | Buy |
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|
2015
Q1 | $383K | Hold |
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|
2014
Q4 | $386K | Hold |
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|
2014
Q3 | $374K | Hold |
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|
2014
Q2 | $367K | Hold |
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|
2014
Q1 | $352K | Buy |
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