LBA Wealth Management’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $31K | Hold |
466
| – | – | 0.02% | 241 |
|
2016
Q4 | $32K | Hold |
466
| – | – | 0.02% | 227 |
|
2016
Q3 | $36K | Hold |
466
| – | – | 0.02% | 226 |
|
2016
Q2 | $39K | Hold |
466
| – | – | 0.02% | 212 |
|
2016
Q1 | $35K | Hold |
466
| – | – | 0.02% | 219 |
|
2015
Q4 | $32K | Buy |
+466
| New | +$32K | 0.02% | 229 |
|
2015
Q3 | – | Sell |
-466
| Closed | -$27K | – | 366 |
|
2015
Q2 | $27K | Hold |
466
| – | – | 0.02% | 197 |
|
2015
Q1 | $32K | Hold |
466
| – | – | 0.02% | 188 |
|
2014
Q4 | $30K | Hold |
466
| – | – | 0.02% | 188 |
|
2014
Q3 | $25K | Hold |
466
| – | – | 0.02% | 215 |
|
2014
Q2 | $26K | Hold |
466
| – | – | 0.02% | 183 |
|
2014
Q1 | $24K | Hold |
466
| – | – | 0.02% | 181 |
|
2013
Q4 | $22K | Buy |
+466
| New | +$22K | 0.02% | 181 |
|