BRWA
B. Riley Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,364
| Closed | -$594K | – | 1212 |
|
|
2024
Q3 | $594K | Sell |
4,364
-511
| -10% | -$69.6K | 0.02% | 684 |
|
|
2024
Q2 | $542K | Buy |
4,875
+1,800
| +59% | +$200K | 0.01% | 780 |
|
|
2024
Q1 | $238K | Sell |
3,075
-2,786
| -48% | -$216K | 0.01% | 1168 |
|
|
2023
Q4 | $597K | Buy |
5,861
+2,786
| +91% | +$284K | 0.02% | 724 |
|
|
2023
Q3 | $238K | Sell |
3,075
-4,193
| -58% | -$325K | 0.01% | 1168 |
|
|
2023
Q2 | $534K | Sell |
7,268
-939
| -11% | -$69K | 0.01% | 818 |
|
|
2023
Q1 | $627K | Sell |
8,207
-6,318
| -43% | -$483K | 0.02% | 718 |
|
|
2022
Q4 | $1.49M | Buy |
14,525
+422
| +3% | +$43.2K | 0.04% | 417 |
|
|
2022
Q3 | $1.25M | Sell |
14,103
-847
| -6% | -$75K | 0.04% | 437 |
|
|
2022
Q2 | $1.64M | Sell |
14,950
-14,404
| -49% | -$1.58M | 0.07% | 282 |
|
|
2022
Q1 | $6.03M | Sell |
29,354
-12,246
| -29% | -$2.52M | 0.2% | 110 |
|
|
2021
Q4 | $10.9M | Buy |
41,600
+21,184
| +104% | +$5.57M | 0.32% | 68 |
|
|
2021
Q3 | $4.56M | Buy |
20,416
+1,556
| +8% | +$347K | 0.15% | 155 |
|
|
2021
Q2 | $3.57M | Buy |
18,860
+9,102
| +93% | +$1.72M | 0.12% | 202 |
|
|
2021
Q1 | $1.77M | Buy |
9,758
+1,843
| +23% | +$334K | 0.06% | 335 |
|
|
2020
Q4 | $1.45M | Sell |
7,915
-708
| -8% | -$130K | 0.08% | 251 |
|
|
2020
Q3 | $943K | Buy |
8,623
+363
| +4% | +$39.7K | 0.05% | 323 |
|
|
2020
Q2 | $728K | Sell |
8,260
-2,350
| -22% | -$207K | 0.05% | 345 |
|
|
2020
Q1 | $806K | Buy |
+10,610
| New | +$806K | 0.07% | 277 |
|
|
2019
Q4 | – | Sell |
-6,084
| Closed | -$562K | – | 876 |
|
|
2019
Q3 | $562K | Buy |
6,084
+3,085
| +103% | +$285K | 0.06% | 371 |
|
|
2019
Q2 | $371K | Sell |
2,999
-1,834
| -38% | -$227K | 0.04% | 487 |
|
|
2019
Q1 | $395K | Buy |
+4,833
| New | +$395K | 0.05% | 400 |
|