Evoke Wealth’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 |
-3,375
| Closed | -$108K | – | 1246 |
|
|
2021
Q2 | $108K | Hold |
3,375
| – | – | ﹤0.01% | 428 |
|
|
2021
Q1 | $91K | Hold |
3,375
| – | – | ﹤0.01% | 385 |
|
|
2020
Q4 | $73K | Hold |
3,375
| – | – | ﹤0.01% | 326 |
|
|
2020
Q3 | $57K | Hold |
3,375
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $64K | Hold |
3,375
| – | – | 0.01% | 324 |
|
|
2020
Q1 | $48.7K | Sell |
3,375
-1,505
| -31% | -$21.7K | 0.01% | 346 |
|
|
2019
Q4 | $152K | Hold |
4,880
| – | – | 0.02% | 262 |
|
|
2019
Q3 | $142K | Buy |
+4,880
| New | +$142K | 0.02% | 315 |
|