BerganKDV Wealth Management’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.85K | Hold |
30
| – | – | ﹤0.01% | 697 |
|
|
2023
Q1 | $1.84K | Hold |
30
| – | – | ﹤0.01% | 840 |
|
|
2022
Q4 | $1.88K | Hold |
30
| – | – | ﹤0.01% | 810 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 847 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 869 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 928 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 900 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 839 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 799 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 890 |
|
|
2020
Q3 | $1K | Sell |
30
-29
| -49% | -$967 | ﹤0.01% | 850 |
|
|
2020
Q2 | $3K | Buy |
59
+45
| +321% | +$2.29K | ﹤0.01% | 707 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 869 |
|
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 888 |
|