Allworth Financial’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-168
| Closed | -$5K | – | 2027 |
|
|
2021
Q2 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 1236 |
|
|
2020
Q2 | – | Sell |
-116
| Closed | -$2K | – | 1430 |
|
|
2020
Q1 | $2K | Hold |
116
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 824 |
|
|
2019
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 791 |
|
|
2019
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 787 |
|
|
2019
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 798 |
|
|
2018
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 709 |
|
|
2018
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 767 |
|
|
2018
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 700 |
|
|
2018
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 680 |
|
|
2017
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 610 |
|
|
2017
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 613 |
|
|
2017
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 649 |
|
|
2017
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 585 |
|
|
2016
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 521 |
|
|
2016
Q3 | $5K | Hold |
116
| – | – | ﹤0.01% | 514 |
|
|
2016
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 472 |
|
|
2016
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 486 |
|
|
2015
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 483 |
|
|
2015
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 478 |
|
|
2015
Q2 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 473 |
|