B. Riley Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $42.5K | Buy |
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|
2022
Q1 | $20.8M | Sell |
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|
2021
Q4 | $38.7M | Buy |
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|
2021
Q3 | $32.9M | Buy |
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|
2021
Q2 | $31.6M | Buy |
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|
2021
Q1 | $25.6M | Buy |
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|
2020
Q4 | $17.8M | Sell |
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|
2020
Q3 | $18.1M | Buy |
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|
2020
Q2 | $13.5M | Sell |
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|
2020
Q1 | $12.4M | Buy |
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|
2019
Q4 | $8.09M | Buy |
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|
2019
Q3 | $7.39M | Buy |
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|
2019
Q2 | $7.01K | Sell |
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|
2019
Q1 | $7.28M | Sell |
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|
2018
Q4 | $7.51M | Buy |
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|
2018
Q3 | $2.6M | Buy |
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|
2016
Q1 | $1.07M | Buy |
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|
2015
Q4 | $413K | Sell |
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|
2015
Q3 | $758K | Sell |
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|
2015
Q2 | $923K | Sell |
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|
2015
Q1 | $1.01M | Sell |
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|
2014
Q4 | $1.97M | Buy |
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|
2014
Q3 | $736K | Buy |
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|
2014
Q2 | $721K | Sell |
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|
2014
Q1 | $1.06M | Buy |
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