Gideon Capital Advisors’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,791
| Closed | -$293K | – | 553 |
|
|
2018
Q4 | $293K | Buy |
+11,791
| New | +$293K | 0.12% | 265 |
|
|
2018
Q3 | – | Sell |
-9,348
| Closed | -$288K | – | 525 |
|
|
2018
Q2 | $288K | Buy |
+9,348
| New | +$288K | 0.14% | 267 |
|
|
2018
Q1 | – | Sell |
-6,218
| Closed | -$204K | – | 499 |
|
|
2017
Q4 | $204K | Sell |
6,218
-252
| -4% | -$8.27K | 0.18% | 265 |
|
|
2017
Q3 | $205K | Sell |
6,470
-1,545
| -19% | -$49K | 0.2% | 256 |
|
|
2017
Q2 | $241K | Buy |
8,015
+116
| +1% | +$3.49K | 0.27% | 183 |
|
|
2017
Q1 | $264K | Sell |
7,899
-435
| -5% | -$14.5K | 0.16% | 289 |
|
|
2016
Q4 | $299K | Sell |
8,334
-19,181
| -70% | -$688K | 0.19% | 255 |
|
|
2016
Q3 | $1.07M | Buy |
+27,515
| New | +$1.07M | 0.65% | 50 |
|
|
2015
Q1 | – | Sell |
-13,720
| Closed | -$479K | – | 322 |
|
|
2014
Q4 | $479K | Sell |
13,720
-4,495
| -25% | -$157K | 0.23% | 122 |
|
|
2014
Q3 | $574K | Buy |
+18,215
| New | +$574K | 0.22% | 138 |
|