Berman Capital Advisors’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 |
-100
| Closed | -$3K | – | 2317 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1545 |
|
|
2021
Q1 | $2K | Buy |
100
+55
| +122% | +$1.1K | ﹤0.01% | 1579 |
|
|
2020
Q4 | $0 | Sell |
45
-80
| -64% | – | ﹤0.01% | 1907 |
|
|
2020
Q3 | $2K | Sell |
125
-11
| -8% | -$176 | ﹤0.01% | 1378 |
|
|
2020
Q2 | $2K | Buy |
136
+135
| +13,500% | +$1.99K | ﹤0.01% | 1355 |
|
|
2020
Q1 | $0 | Sell |
1
-80
| -99% | – | ﹤0.01% | 1767 |
|
|
2019
Q4 | $2K | Buy |
81
+1
| +1% | +$25 | ﹤0.01% | 1280 |
|
|
2019
Q3 | $2K | Buy |
80
+1
| +1% | +$25 | ﹤0.01% | 1264 |
|
|
2019
Q2 | $2K | Buy |
79
+1
| +1% | +$25 | ﹤0.01% | 1271 |
|
|
2019
Q1 | $2K | Buy |
78
+2
| +3% | +$51 | ﹤0.01% | 1156 |
|
|
2018
Q4 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 1097 |
|