Atlas Capital Advisors’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,656
| Closed | -$231K | – | 700 |
|
|
2019
Q4 | $231K | Hold |
3,656
| – | – | 0.06% | 300 |
|
|
2019
Q3 | $254K | Sell |
3,656
-1,788
| -33% | -$124K | 0.08% | 278 |
|
|
2019
Q2 | $363K | Buy |
5,444
+285
| +6% | +$19K | 0.12% | 206 |
|
|
2019
Q1 | $348K | Hold |
5,159
| – | – | 0.13% | 192 |
|
|
2018
Q4 | $303K | Buy |
+5,159
| New | +$303K | 0.12% | 209 |
|
|
2018
Q2 | – | Sell |
-179
| Closed | -$10.6K | – | 551 |
|
|
2018
Q1 | $10.6K | Buy |
+179
| New | +$10.6K | ﹤0.01% | 475 |
|