Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $21K | Buy |
326
+268
| +462% | +$17.3K | ﹤0.01% | 973 |
|
|
2021
Q2 | $3K | Buy |
58
+20
| +53% | +$1.03K | ﹤0.01% | 1512 |
|
|
2021
Q1 | $2K | Buy |
38
+4
| +12% | +$211 | ﹤0.01% | 1542 |
|
|
2020
Q4 | $1K | Sell |
34
-28
| -45% | -$824 | ﹤0.01% | 1576 |
|
|
2020
Q3 | $2K | Buy |
62
+27
| +77% | +$871 | ﹤0.01% | 1331 |
|
|
2020
Q2 | $1K | Sell |
35
-709
| -95% | -$20.3K | ﹤0.01% | 1488 |
|
|
2020
Q1 | $27K | Buy |
744
+55
| +8% | +$2K | 0.01% | 425 |
|
|
2019
Q4 | $43K | Buy |
689
+609
| +761% | +$38K | 0.01% | 350 |
|
|
2019
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 956 |
|
|
2019
Q2 | $5K | Sell |
80
-24
| -23% | -$1.5K | ﹤0.01% | 965 |
|
|
2019
Q1 | $7K | Buy |
104
+24
| +30% | +$1.62K | ﹤0.01% | 782 |
|
|
2018
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 754 |
|