Core Wealth Advisors’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$6.06K | – | 201 |
|
|
2024
Q1 | $6.06K | Hold |
100
| – | – | ﹤0.01% | 216 |
|
|
2023
Q4 | $6.7K | Hold |
100
| – | – | ﹤0.01% | 204 |
|
|
2023
Q3 | $5.94K | Hold |
100
| – | – | ﹤0.01% | 191 |
|
|
2023
Q2 | $6.18K | Hold |
100
| – | – | ﹤0.01% | 186 |
|
|
2023
Q1 | $6.12K | Hold |
100
| – | – | ﹤0.01% | 184 |
|
|
2022
Q4 | $6.25K | Hold |
100
| – | – | ﹤0.01% | 192 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 173 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 169 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 158 |
|
|
2021
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 164 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 148 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 147 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | 0.01% | 133 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 140 |
|