J.P. Morgan Private Wealth Advisors’s Weingarten Realty Investors WRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16,717
| Closed | -$536K | – | 2015 |
|
|
2021
Q2 | $536K | Buy |
16,717
+74
| +0.4% | +$2.37K | ﹤0.01% | 1455 |
|
|
2021
Q1 | $448K | Buy |
16,643
+2,546
| +18% | +$68.5K | ﹤0.01% | 1356 |
|
|
2020
Q4 | $305K | Sell |
14,097
-2,228
| -14% | -$48.2K | ﹤0.01% | 1491 |
|
|
2020
Q3 | $277K | Sell |
16,325
-5,415
| -25% | -$91.9K | ﹤0.01% | 1394 |
|
|
2020
Q2 | $412K | Sell |
21,740
-1,165
| -5% | -$22.1K | ﹤0.01% | 1186 |
|
|
2020
Q1 | $331K | Sell |
22,905
-102
| -0.4% | -$1.47K | ﹤0.01% | 1096 |
|
|
2019
Q4 | $719K | Sell |
23,007
-877
| -4% | -$27.4K | ﹤0.01% | 914 |
|
|
2019
Q3 | $696K | Buy |
23,884
+940
| +4% | +$27.4K | ﹤0.01% | 891 |
|
|
2019
Q2 | $629K | Sell |
22,944
-7,272
| -24% | -$199K | ﹤0.01% | 904 |
|
|
2019
Q1 | $887K | Buy |
30,216
+2,596
| +9% | +$76.2K | ﹤0.01% | 834 |
|
|
2018
Q4 | $685K | Sell |
27,620
-5,220
| -16% | -$129K | ﹤0.01% | 864 |
|
|
2018
Q3 | $977K | Sell |
32,840
-536
| -2% | -$15.9K | ﹤0.01% | 835 |
|
|
2018
Q2 | $1.03M | Buy |
+33,376
| New | +$1.03M | 0.01% | 763 |
|