Horst & Graben 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,000
| Closed | -$321K | – | 143 |
|
|
2021
Q2 | $321K | Hold |
10,000
| – | – | 0.09% | 103 |
|
|
2021
Q1 | $269K | Hold |
10,000
| – | – | 0.08% | 109 |
|
|
2020
Q4 | $217K | Hold |
10,000
| – | – | 0.07% | 107 |
|
|
2020
Q3 | $170K | Hold |
10,000
| – | – | 0.07% | 106 |
|
|
2020
Q2 | $189K | Hold |
10,000
| – | – | 0.08% | 95 |
|
|
2020
Q1 | $144K | Buy |
+10,000
| New | +$144K | 0.08% | 88 |
|