BRWA
PLYM
B. Riley Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,498
| Closed | -$347K | – | 1255 |
|
|
2024
Q3 | $347K | Sell |
15,498
-2,691
| -15% | -$60.2K | 0.01% | 888 |
|
|
2024
Q2 | $393K | Sell |
18,189
-4,003
| -18% | -$86.5K | 0.01% | 914 |
|
|
2024
Q1 | $470K | Buy |
22,192
+490
| +2% | +$10.4K | 0.01% | 821 |
|
|
2023
Q4 | $527K | Sell |
21,702
-490
| -2% | -$11.9K | 0.01% | 779 |
|
|
2023
Q3 | $470K | Sell |
22,192
-450
| -2% | -$9.53K | 0.01% | 821 |
|
|
2023
Q2 | $526K | Buy |
22,642
+2,037
| +10% | +$47.4K | 0.01% | 826 |
|
|
2023
Q1 | $438K | Sell |
20,605
-991
| -5% | -$21K | 0.01% | 862 |
|
|
2022
Q4 | $419K | Sell |
21,596
-2,198
| -9% | -$42.6K | 0.01% | 861 |
|
|
2022
Q3 | $400K | Sell |
23,794
-38,292
| -62% | -$644K | 0.01% | 862 |
|
|
2022
Q2 | $1.09M | Sell |
62,086
-59
| -0.1% | -$1.04K | 0.05% | 394 |
|
|
2022
Q1 | $1.69M | Buy |
62,145
+1,247
| +2% | +$33.8K | 0.06% | 340 |
|
|
2021
Q4 | $1.95M | Buy |
60,898
+22,695
| +59% | +$726K | 0.06% | 361 |
|
|
2021
Q3 | $870K | Buy |
38,203
+5,058
| +15% | +$115K | 0.03% | 566 |
|
|
2021
Q2 | $664K | Buy |
+33,145
| New | +$664K | 0.02% | 657 |
|
|
2020
Q4 | – | Sell |
-11,005
| Closed | -$136K | – | 1079 |
|
|
2020
Q3 | $136K | Buy |
+11,005
| New | +$136K | 0.01% | 872 |
|
|
2019
Q1 | – | Sell |
-114,852
| Closed | -$1.45M | – | 769 |
|
|
2018
Q4 | $1.45M | Buy |
114,852
+18,843
| +20% | +$238K | 0.21% | 113 |
|
|
2018
Q3 | $1.49M | Buy |
+96,009
| New | +$1.49M | 0.18% | 135 |
|