B. Riley Wealth Advisors’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-86,588
| Closed | -$634K | – | 1496 |
|
|
2023
Q4 | $634K | Buy |
+86,588
| New | +$634K | 0.02% | 700 |
|
|
2023
Q2 | – | Sell |
-67,735
| Closed | -$833K | – | 1615 |
|
|
2023
Q1 | $833K | Sell |
67,735
-5,432
| -7% | -$66.8K | 0.02% | 600 |
|
|
2022
Q4 | $977K | Buy |
73,167
+24,368
| +50% | +$325K | 0.03% | 544 |
|
|
2022
Q3 | $686K | Buy |
+48,799
| New | +$686K | 0.02% | 640 |
|