American Investment Services’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,227	Closed	-$204K	–	140
2019 Q4	$204K	Hold	3,227	–	–	0.06%	138
2019 Q3	$224K	Sell	3,227 -398	-11%	-$26.5K	0.07%	130
2019 Q2	$242K	Hold	3,625	–	–	0.08%	124
2019 Q1	$245K	Hold	3,625	–	–	0.08%	118
2018 Q4	$213K	Buy	3,625 +63	+2%	+$3.94K	0.08%	111
2018 Q3	$230K	Hold	3,562	–	–	0.08%	110
2018 Q2	$221K	Hold	3,562	–	–	0.08%	108
2018 Q1	$210K	Hold	3,562	–	–	0.07%	113
2017 Q4	$246K	Sell	3,562 -339	-9%	-$22.4K	0.09%	100
2017 Q3	$242K	Hold	3,901	–	–	0.09%	96
2017 Q2	$244K	Buy	+3,901	New	+$246K	0.1%	99
2016 Q4	–	Sell	-2,615	Closed	-$203K	–	104
2016 Q3	$203K	Hold	2,615	–	–	0.08%	101
2016 Q2	$219K	Sell	2,615 -221	-8%	-$17K	0.09%	91
2016 Q1	$212K	Buy	+2,836	New	+$203K	0.1%	85