IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-126
| Closed | -$4K | – | 5041 |
|
|
2021
Q2 | $4K | Hold |
126
| – | – | ﹤0.01% | 2577 |
|
|
2021
Q1 | $3K | Hold |
126
| – | – | ﹤0.01% | 2590 |
|
|
2020
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q3 | $2K | Hold |
126
| – | – | ﹤0.01% | 2528 |
|
|
2020
Q2 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 2297 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3933 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3861 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3824 |
|
|
2019
Q1 | – | Sell |
-1,330
| Closed | -$33K | – | 3676 |
|
|
2018
Q4 | $33K | Sell |
1,330
-1,696
| -56% | -$42.1K | ﹤0.01% | 1842 |
|
|
2018
Q3 | $90K | Hold |
3,026
| – | – | ﹤0.01% | 1543 |
|
|
2018
Q2 | $93K | Buy |
3,026
+1,223
| +68% | +$37.6K | ﹤0.01% | 1512 |
|
|
2018
Q1 | $59K | Hold |
1,803
| – | – | ﹤0.01% | 1723 |
|
|
2017
Q4 | $59K | Sell |
1,803
-9,753
| -84% | -$319K | ﹤0.01% | 1720 |
|
|
2017
Q3 | $367K | Buy |
11,556
+15
| +0.1% | +$476 | 0.01% | 824 |
|
|
2017
Q2 | $347K | Buy |
11,541
+752
| +7% | +$22.6K | 0.01% | 835 |
|
|
2017
Q1 | $360K | Sell |
10,789
-395
| -4% | -$13.2K | 0.02% | 828 |
|
|
2016
Q4 | $400K | Buy |
11,184
+123
| +1% | +$4.4K | 0.02% | 720 |
|
|
2016
Q3 | $431K | Buy |
11,061
+642
| +6% | +$25K | 0.02% | 617 |
|
|
2016
Q2 | $425K | Buy |
+10,419
| New | +$425K | 0.02% | 603 |
|
|
2016
Q1 | – | Sell |
-10,523
| Closed | -$364K | – | 3705 |
|
|
2015
Q4 | $364K | Buy |
+10,523
| New | +$364K | 0.02% | 579 |
|