B. Riley Wealth Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-36,791
| Closed | -$985K | – | 1633 |
|
|
2022
Q3 | $985K | Sell |
36,791
-4,994
| -12% | -$132K | 0.03% | 509 |
|
|
2022
Q2 | $1.1M | Buy |
41,785
+74
| +0.2% | +$1.96K | 0.05% | 392 |
|
|
2022
Q1 | $1.11M | Buy |
41,711
+11,729
| +39% | +$311K | 0.04% | 452 |
|
|
2021
Q4 | $792K | Buy |
29,982
+5,511
| +23% | +$87.5K | 0.02% | 610 |
|
|
2021
Q3 | $312K | Buy |
24,471
+6,987
| +40% | +$81K | 0.01% | 1018 |
|
|
2021
Q2 | $178K | Buy |
17,484
+2,135
| +14% | +$20.7K | 0.01% | 1239 |
|
|
2021
Q1 | $156K | Buy |
15,349
+1,014
| +7% | +$11.4K | 0.01% | 1229 |
|
|
2020
Q4 | $182K | Sell |
14,335
-167
| -1% | -$1.61K | 0.01% | 940 |
|
|
2020
Q3 | $110K | Sell |
14,502
-1,970
| -12% | -$14.7K | 0.01% | 884 |
|
|
2020
Q2 | $134K | Buy |
16,472
+2,012
| +14% | +$13.4K | 0.01% | 799 |
|
|
2020
Q1 | $81K | Buy |
14,460
+2,983
| +26% | +$31K | 0.01% | 740 |
|
|
2019
Q4 | $139K | Buy |
+11,477
| New | +$137K | 0.01% | 782 |
|
|
2019
Q1 | – | Sell |
-46,422
| Closed | -$419K | – | 784 |
|
|
2018
Q4 | $419K | Sell |
46,422
-6,034
| -12% | -$55.7K | 0.06% | 351 |
|
|
2018
Q3 | $515K | Buy |
52,456
+1,952
| +4% | +$18.6K | 0.06% | 344 |
|
|
2018
Q2 | $451K | Buy |
50,504
+27,675
| +121% | +$246K | 0.06% | 352 |
|
|
2018
Q1 | $195K | Buy |
+22,829
| New | +$192K | 0.03% | 590 |
|
|
2016
Q1 | – | Sell |
-11,396
| Closed | -$136K | – | 623 |
|
|
2015
Q4 | $136K | Buy |
11,396
+881
| +8% | +$10.3K | 0.03% | 511 |
|
|
2015
Q3 | $126K | Buy |
+10,515
| New | +$126K | 0.03% | 500 |
|
|
2014
Q3 | – | Sell |
-3,000
| Closed | -$39.5K | – | 2028 |
|
|
2014
Q2 | $39.5K | Buy |
+3,000
| New | +$41.1K | 0.01% | 1133 |
|
Other funds holding BRG
B. Riley Wealth Advisors's BRG Position: Q4 2022 in Review
B. Riley Wealth Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 36,791 shares — an estimated $985K sold.
B. Riley Wealth Advisors first reported a position in BRG in Q2 2014 and held it in 19 quarters. The position peaked at $1.11M in Q1 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.
- B. Riley Wealth Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
- B. Riley Wealth Advisors sold 36,791 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $985K.
- B. Riley Wealth Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q2 2014 and held it in 19 quarters.
- B. Riley Wealth Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $1.11M in Q1 2022.
- 1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.
Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.