Charter Oak Capital Management’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-134
| Closed | -$8K | – | 706 |
|
|
2022
Q2 | $8K | Hold |
134
| – | – | ﹤0.01% | 630 |
|
|
2022
Q1 | $10K | Hold |
134
| – | – | ﹤0.01% | 631 |
|
|
2021
Q4 | $10K | Hold |
134
| – | – | ﹤0.01% | 621 |
|
|
2021
Q3 | $9K | Hold |
134
| – | – | ﹤0.01% | 594 |
|
|
2021
Q2 | $9K | Hold |
134
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $8K | Hold |
134
| – | – | ﹤0.01% | 581 |
|
|
2020
Q4 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 578 |
|