B. Riley Wealth Management’s SPDR S&P Semiconductor ETF XSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-700
| Closed | -$30K | – | 775 |
|
|
2015
Q2 | $30K | Hold |
700
| – | – | 0.02% | 529 |
|
|
2015
Q1 | $30K | Sell |
700
-400
| -36% | -$17.1K | 0.02% | 522 |
|
|
2014
Q4 | $43K | Hold |
1,100
| – | – | 0.04% | 414 |
|
|
2014
Q3 | $40K | Hold |
1,100
| – | – | 0.03% | 458 |
|
|
2014
Q2 | $41K | Buy |
1,100
+116
| +12% | +$4.32K | 0.03% | 506 |
|
|
2014
Q1 | $34K | Buy |
+984
| New | +$34K | 0.03% | 527 |
|