B. Riley Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,530
| Closed | -$109K | – | 1069 |
|
|
2015
Q1 | $109K | Hold |
3,530
| – | – | 0.08% | 271 |
|
|
2014
Q4 | $110K | Hold |
3,530
| – | – | 0.09% | 252 |
|
|
2014
Q3 | $102K | Hold |
3,530
| – | – | 0.08% | 293 |
|
|
2014
Q2 | $102K | Buy |
3,530
+1,719
| +95% | +$49.7K | 0.07% | 344 |
|
|
2014
Q1 | $51K | Buy |
+1,811
| New | +$51K | 0.04% | 435 |
|