Carson Wealth (CWM LLC)’s Weingarten Realty Investors WRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-66
| Closed | -$2K | – | 3357 |
|
|
2018
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 1812 |
|
|
2018
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1584 |
|
|
2018
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 1446 |
|
|
2018
Q1 | – | Sell |
-413
| Closed | -$14K | – | 1578 |
|
|
2017
Q4 | $14K | Sell |
413
-25
| -6% | -$847 | ﹤0.01% | 797 |
|
|
2017
Q3 | $14K | Buy |
+438
| New | +$14K | ﹤0.01% | 815 |
|
|
2016
Q4 | – | Sell |
-340
| Closed | -$13K | – | 1212 |
|
|
2016
Q3 | $13K | Buy |
+340
| New | +$13K | ﹤0.01% | 644 |
|