B. Riley Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $393 | Buy |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $319K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $294K | Sell |
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|
2019
Q3 | $882K | Sell |
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|
2019
Q2 | $1.39K | Buy |
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|
2019
Q1 | $991K | Buy |
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|
2016
Q1 | $211K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $105K | Sell |
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|
2015
Q1 | $475K | Buy |
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|
2014
Q4 | $140K | Sell |
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|
2014
Q3 | $198K | Buy |
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|
2014
Q2 | $177K | Buy |
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|
2014
Q1 | $120K | Buy |
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