B. Riley Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $348 | Buy |
8,520
+3,354
| +65% | +$137 | ﹤0.01% | 501 |
|
|
2022
Q1 | $250K | Sell |
5,166
-1,359
| -21% | -$65.8K | 0.02% | 499 |
|
|
2021
Q4 | $338K | Buy |
+6,525
| New | +$338K | 0.02% | 443 |
|
|
2019
Q4 | – | Sell |
-9,182
| Closed | -$361K | – | 442 |
|
|
2019
Q3 | $361K | Sell |
9,182
-11,401
| -55% | -$448K | 0.06% | 251 |
|
|
2019
Q2 | $757 | Buy |
20,583
+14,965
| +266% | +$550 | 0.12% | 164 |
|
|
2019
Q1 | $203K | Buy |
+5,618
| New | +$203K | 0.04% | 347 |
|