Evercore Wealth Management’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$99K | – | 857 |
|
|
2017
Q4 | $99K | Hold |
3,000
| – | – | ﹤0.01% | 465 |
|
|
2017
Q3 | $95K | Hold |
3,000
| – | – | ﹤0.01% | 475 |
|
|
2017
Q2 | $90K | Hold |
3,000
| – | – | ﹤0.01% | 488 |
|
|
2017
Q1 | $100K | Sell |
3,000
-1,500
| -33% | -$50K | ﹤0.01% | 485 |
|
|
2016
Q4 | $161K | Buy |
4,500
+1,500
| +50% | +$53.7K | 0.01% | 413 |
|
|
2016
Q3 | $117K | Hold |
3,000
| – | – | ﹤0.01% | 457 |
|
|
2016
Q2 | $122K | Hold |
3,000
| – | – | 0.01% | 431 |
|
|
2016
Q1 | $113K | Hold |
3,000
| – | – | 0.01% | 434 |
|
|
2015
Q4 | $104K | Hold |
3,000
| – | – | ﹤0.01% | 470 |
|
|
2015
Q3 | $99K | Sell |
3,000
-273
| -8% | -$9.01K | ﹤0.01% | 485 |
|
|
2015
Q2 | $107K | Buy |
3,273
+273
| +9% | +$8.93K | ﹤0.01% | 508 |
|
|
2015
Q1 | $108K | Hold |
3,000
| – | – | 0.01% | 514 |
|
|
2014
Q4 | $105K | Hold |
3,000
| – | – | 0.01% | 459 |
|
|
2014
Q3 | $95K | Hold |
3,000
| – | – | ﹤0.01% | 520 |
|
|
2014
Q2 | $99K | Hold |
3,000
| – | – | 0.01% | 515 |
|
|
2014
Q1 | $90K | Buy |
+3,000
| New | +$90K | 0.01% | 502 |
|