Bridgewater Wealth & Financial Management’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,865
| Closed | -$329K | – | 119 |
|
|
2017
Q1 | $329K | Hold |
9,865
| – | – | 0.12% | 75 |
|
|
2016
Q4 | $353K | Sell |
9,865
-75
| -0.8% | -$2.68K | 0.13% | 73 |
|
|
2016
Q3 | $387K | Hold |
9,940
| – | – | 0.14% | 66 |
|
|
2016
Q2 | $406K | Sell |
9,940
-400
| -4% | -$16.3K | 0.15% | 68 |
|
|
2016
Q1 | $388K | Hold |
10,340
| – | – | 0.14% | 68 |
|
|
2015
Q4 | $358K | Sell |
10,340
-175
| -2% | -$6.06K | 0.14% | 63 |
|
|
2015
Q3 | $348K | Hold |
10,515
| – | – | 0.14% | 64 |
|
|
2015
Q2 | $344K | Hold |
10,515
| – | – | 0.15% | 59 |
|
|
2015
Q1 | $378K | Hold |
10,515
| – | – | 0.16% | 61 |
|
|
2014
Q4 | $367K | Buy |
+10,515
| New | +$367K | 0.15% | 74 |
|