Loring Wolcott & Coolidge Fiduciary Advisors’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $126K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $89K | Hold |
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|
2020
Q3 | $69K | Hold |
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|
2020
Q2 | $77K | Hold |
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|
2020
Q1 | $59K | Hold |
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|
2019
Q4 | $128K | Hold |
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|
2019
Q3 | $119K | Hold |
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|
2019
Q2 | $112K | Hold |
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|
2019
Q1 | $120K | Hold |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $122K | Hold |
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|
2018
Q2 | $126K | Sell |
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|
2018
Q1 | $118K | Sell |
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|
2017
Q4 | $233K | Hold |
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|
2017
Q3 | $225K | Hold |
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|
2017
Q2 | $230K | Sell |
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|
2017
Q1 | $755K | Buy |
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|
2016
Q4 | $711K | Buy |
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|
2016
Q3 | $752K | Sell |
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|
2016
Q2 | $792K | Buy |
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|
2016
Q1 | $722K | Hold |
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|
2015
Q4 | $666K | Buy |
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|
2015
Q3 | $625K | Hold |
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|
2015
Q2 | $625K | Sell |
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|
2015
Q1 | $695K | Hold |
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|
2014
Q4 | $675K | Buy |
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|
2014
Q3 | $469K | Buy |
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|
2014
Q2 | $482K | Hold |
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|
2014
Q1 | $440K | Hold |
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|
2013
Q4 | $403K | Hold |
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|
2013
Q3 | $431K | Hold |
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|
2013
Q2 | $452K | Buy |
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