B. Riley Wealth Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
+8,320
| New | +$875K | 0.04% | 374 |
|
|
2024
Q4 | $1.18M | Sell |
11,149
-2,308
| -17% | -$244K | 0.04% | 401 |
|
|
2024
Q3 | $1.69M | Sell |
13,457
-873
| -6% | -$109K | 0.05% | 358 |
|
|
2024
Q2 | $1.61M | Sell |
14,330
-6,462
| -31% | -$726K | 0.04% | 399 |
|
|
2024
Q1 | $2.33M | Buy |
20,792
+6,780
| +48% | +$761K | 0.06% | 303 |
|
|
2023
Q4 | $1.87M | Sell |
14,012
-6,780
| -33% | -$904K | 0.05% | 383 |
|
|
2023
Q3 | $2.33M | Buy |
20,792
+4,251
| +26% | +$477K | 0.06% | 303 |
|
|
2023
Q2 | $2.03M | Buy |
16,541
+208
| +1% | +$25.5K | 0.05% | 369 |
|
|
2023
Q1 | $2.04M | Buy |
16,333
+3,944
| +32% | +$492K | 0.05% | 336 |
|
|
2022
Q4 | $1.4M | Buy |
12,389
+599
| +5% | +$67.5K | 0.04% | 440 |
|
|
2022
Q3 | $1.2M | Buy |
11,790
+1,590
| +16% | +$162K | 0.04% | 447 |
|
|
2022
Q2 | $1.2M | Sell |
10,200
-1,240
| -11% | -$146K | 0.05% | 355 |
|
|
2022
Q1 | $1.85M | Sell |
11,440
-6,975
| -38% | -$1.13M | 0.06% | 319 |
|
|
2021
Q4 | $3.1M | Buy |
18,415
+1,405
| +8% | +$237K | 0.09% | 245 |
|
|
2021
Q3 | $2.12M | Buy |
17,010
+2,156
| +15% | +$269K | 0.07% | 316 |
|
|
2021
Q2 | $1.75M | Sell |
14,854
-802
| -5% | -$94.6K | 0.06% | 369 |
|
|
2021
Q1 | $1.65M | Buy |
15,656
+3,203
| +26% | +$338K | 0.06% | 354 |
|
|
2020
Q4 | $1.24M | Sell |
12,453
-4,942
| -28% | -$493K | 0.07% | 280 |
|
|
2020
Q3 | $1.72M | Buy |
17,395
+1,612
| +10% | +$160K | 0.09% | 224 |
|
|
2020
Q2 | $1.48M | Sell |
15,783
-824
| -5% | -$77K | 0.1% | 210 |
|
|
2020
Q1 | $1.34M | Buy |
16,607
+8,717
| +110% | +$702K | 0.11% | 186 |
|
|
2019
Q4 | $705K | Buy |
7,890
+203
| +3% | +$18.1K | 0.06% | 319 |
|
|
2019
Q3 | $656K | Buy |
7,687
+1,730
| +29% | +$148K | 0.06% | 319 |
|
|
2019
Q2 | $478K | Buy |
5,957
+1,104
| +23% | +$88.6K | 0.05% | 396 |
|
|
2019
Q1 | $351K | Buy |
4,853
+135
| +3% | +$9.76K | 0.04% | 440 |
|
|
2018
Q4 | $279K | Sell |
4,718
-20
| -0.4% | -$1.18K | 0.04% | 464 |
|
|
2018
Q3 | $322K | Sell |
4,738
-2,862
| -38% | -$195K | 0.04% | 469 |
|
|
2018
Q2 | $501K | Buy |
7,600
+2,435
| +47% | +$161K | 0.07% | 322 |
|
|
2018
Q1 | $327K | Sell |
5,165
-400
| -7% | -$25.3K | 0.05% | 426 |
|
|
2017
Q4 | $361K | Buy |
+5,565
| New | +$361K | 0.05% | 388 |
|
|
2017
Q3 | – | Sell |
-5,137
| Closed | -$302K | – | 580 |
|
|
2017
Q2 | $302K | Buy |
5,137
+75
| +1% | +$4.41K | 0.05% | 364 |
|
|
2017
Q1 | $264K | Buy |
5,062
+797
| +19% | +$41.6K | 0.05% | 384 |
|
|
2016
Q4 | $226K | Buy |
+4,265
| New | +$226K | 0.05% | 419 |
|
|
2015
Q1 | – | Sell |
-1,358
| Closed | -$58 | – | 1597 |
|
|
2014
Q4 | $58 | Buy |
+1,358
| New | +$58 | ﹤0.01% | 2010 |
|
|
2014
Q3 | – | Sell |
-1,400
| Closed | -$57.5K | – | 1557 |
|
|
2014
Q2 | $57.5K | Buy |
+1,400
| New | +$57.5K | 0.01% | 974 |
|