Arkadios Wealth Advisors’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,645
| Closed | -$110K | – | 1491 |
|
|
2021
Q3 | $110K | Buy |
1,645
+206
| +14% | +$13.8K | 0.02% | 666 |
|
|
2021
Q2 | $92K | Buy |
1,439
+266
| +23% | +$17K | 0.01% | 743 |
|
|
2021
Q1 | $66K | Sell |
1,173
-199
| -15% | -$11.2K | 0.01% | 622 |
|
|
2020
Q4 | $62K | Sell |
1,372
-256
| -16% | -$11.6K | 0.01% | 511 |
|
|
2020
Q3 | $61.1K | Buy |
1,628
+108
| +7% | +$4.06K | 0.03% | 370 |
|
|
2020
Q2 | $63.9K | Buy |
+1,520
| New | +$63.9K | 0.04% | 332 |
|