DWS
Dynamic Wealth Strategies’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Sell |
285
-261
| -48% | -$18.6K | 0.01% | 163 |
|
|
2025
Q1 | $40.3K | Buy |
+546
| New | +$40.3K | 0.03% | 134 |
|
|
2024
Q4 | – | Sell |
-546
| Closed | -$39K | – | 193 |
|
|
2024
Q3 | $39K | Buy |
546
+284
| +108% | +$20.3K | 0.03% | 142 |
|
|
2024
Q2 | $16K | Hold |
262
| – | – | 0.01% | 170 |
|
|
2024
Q1 | $16K | Sell |
262
-73
| -22% | -$4.46K | 0.01% | 176 |
|
|
2023
Q4 | $22.4K | Buy |
+335
| New | +$22.4K | 0.02% | 156 |
|