Heritage Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,984
| Closed | -$33.6K | – | 566 |
|
|
2020
Q3 | $33.6K | Hold |
1,984
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $37.6K | Hold |
1,984
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $28.6K | Hold |
1,984
| – | – | 0.01% | 288 |
|
|
2019
Q4 | $62K | Hold |
1,984
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $57K | Hold |
1,984
| – | – | 0.01% | 263 |
|
|
2019
Q2 | $54.4K | Hold |
1,984
| – | – | 0.01% | 247 |
|
|
2019
Q1 | $58.3K | Hold |
1,984
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $49K | Hold |
1,984
| – | – | 0.01% | 196 |
|
|
2018
Q3 | $59K | Buy |
+1,984
| New | +$59K | 0.01% | 186 |
|