Avidian Wealth Enterprises’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 |
-16,165
| Closed | -$518K | – | 420 |
|
2021
Q2 | $518K | Sell |
16,165
-3,025
| -16% | -$96.9K | 0.04% | 216 |
|
2021
Q1 | $516K | Buy |
19,190
+1,599
| +9% | +$43K | 0.04% | 204 |
|
2020
Q4 | $381K | Buy |
17,591
+2,013
| +13% | +$43.6K | 0.04% | 223 |
|
2020
Q3 | $264K | Buy |
15,578
+1,678
| +12% | +$28.4K | 0.03% | 231 |
|
2020
Q2 | $263K | Sell |
13,900
-937
| -6% | -$17.7K | 0.04% | 215 |
|
2020
Q1 | $214K | Buy |
+14,837
| New | +$214K | 0.03% | 185 |
|