BRWM
XLI icon

B. Riley Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

B. Riley Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$1.59K Sell
18,210
-3,218
-15% -$281 ﹤0.01% 244
2022
Q1 		$2.21M Buy
21,428
+5,235
+32% +$539K 0.17% 124
2021
Q4 		$1.71M Sell
16,193
-362
-2% -$38.3K 0.12% 168
2021
Q3 		$1.62M Buy
16,555
+691
+4% +$67.6K 0.12% 167
2021
Q2 		$1.62M Buy
15,864
+1,953
+14% +$200K 0.18% 122
2021
Q1 		$1.37M Sell
13,911
-8,124
-37% -$800K 0.16% 126
2020
Q4 		$1.95M Buy
22,035
+11,392
+107% +$1.01M 0.25% 95
2020
Q3 		$819K Buy
10,643
+2,901
+37% +$223K 0.1% 169
2020
Q2 		$532K Sell
7,742
-4,000
-34% -$275K 0.06% 219
2020
Q1 		$693K Buy
11,742
+7,242
+161% +$427K 0.07% 229
2019
Q4 		$367K Buy
4,500
+34
+0.8% +$2.77K 0.06% 256
2019
Q3 		$347K Sell
4,466
-882
-16% -$68.5K 0.06% 256
2019
Q2 		$414 Sell
5,348
-259
-5% -$20 0.06% 235
2019
Q1 		$421K Sell
5,607
-6,428
-53% -$483K 0.07% 232
2018
Q4 		$775K Buy
12,035
+7,296
+154% +$470K 0.16% 139
2018
Q3 		$372K Buy
+4,739
New +$372K 0.09% 188
2016
Q1 		$488K Buy
8,807
+2,606
+42% +$144K 0.73% 43
2015
Q4 		$328K Buy
+6,201
New +$328K 0.42% 85
2015
Q3 		– Sell
-9,306
Closed -$503K – 769
2015
Q2 		$503K Sell
9,306
-350
-4% -$18.9K 0.4% 49
2015
Q1 		$538K Sell
9,656
-4,741
-33% -$264K 0.4% 56
2014
Q4 		$814K Buy
14,397
+2,245
+18% +$127K 0.67% 28
2014
Q3 		$645K Buy
12,152
+10,601
+683% +$563K 0.48% 46
2014
Q2 		$83K Buy
1,551
+80
+5% +$4.28K 0.05% 384
2014
Q1 		$77K Buy
+1,471
New +$77K 0.06% 364