JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$11K | – | 643 |
|
|
2020
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 414 |
|
|
2020
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 395 |
|
|
2020
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 377 |
|
|
2019
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 332 |
|
|
2019
Q3 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 333 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 522 |
|
|
2016
Q2 | $41K | Hold |
1,000
| – | – | 0.01% | 277 |
|
|
2016
Q1 | $38K | Hold |
1,000
| – | – | 0.01% | 263 |
|
|
2015
Q4 | $35K | Hold |
1,000
| – | – | 0.01% | 275 |
|
|
2015
Q3 | $33K | Hold |
1,000
| – | – | 0.01% | 239 |
|
|
2015
Q2 | $33K | Buy |
+1,000
| New | +$33K | 0.02% | 220 |
|
|
2015
Q1 | – | Hold |
0
| – | -$35K | – | 214 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 226 |
|