EWM
Evercore Wealth Management’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-55
| Closed | -$4K | – | 1082 |
|
|
2016
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 962 |
|
|
2016
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 924 |
|
|
2016
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 884 |
|
|
2015
Q4 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 947 |
|
|
2015
Q3 | – | Sell |
-146
| Closed | -$9K | – | 1040 |
|
|
2015
Q2 | $9K | Buy |
+146
| New | +$9K | ﹤0.01% | 933 |
|