Clearstead 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 |
-341
| Closed | -$11K | – | 1435 |
|
|
2021
Q2 | $11K | Buy |
341
+41
| +14% | +$1.32K | ﹤0.01% | 792 |
|
|
2021
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 822 |
|
|
2020
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 775 |
|
|
2020
Q3 | $5K | Sell |
300
-600
| -67% | -$10K | ﹤0.01% | 750 |
|
|
2020
Q2 | $17K | Hold |
900
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $13K | Buy |
+900
| New | +$13K | ﹤0.01% | 552 |
|