LPL Financial’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,028
| Closed | -$282K | – | 3454 |
|
|
2019
Q4 | $282K | Sell |
9,028
-524
| -5% | -$16.4K | ﹤0.01% | 2815 |
|
|
2019
Q3 | $278K | Buy |
+9,552
| New | +$278K | ﹤0.01% | 2737 |
|
|
2018
Q2 | – | Sell |
-8,471
| Closed | -$238K | – | 3287 |
|
|
2018
Q1 | $238K | Sell |
8,471
-1,348
| -14% | -$37.9K | ﹤0.01% | 2802 |
|
|
2017
Q4 | $323K | Sell |
9,819
-1,009
| -9% | -$33.2K | ﹤0.01% | 2408 |
|
|
2017
Q3 | $344K | Sell |
10,828
-407
| -4% | -$12.9K | ﹤0.01% | 2242 |
|
|
2017
Q2 | $338K | Buy |
11,235
+275
| +3% | +$8.27K | ﹤0.01% | 2180 |
|
|
2017
Q1 | $368K | Buy |
10,960
+3,368
| +44% | +$113K | ﹤0.01% | 2061 |
|
|
2016
Q4 | $271K | Sell |
7,592
-419
| -5% | -$15K | ﹤0.01% | 2252 |
|
|
2016
Q3 | $304K | Buy |
8,011
+356
| +5% | +$13.5K | ﹤0.01% | 2106 |
|
|
2016
Q2 | $320K | Sell |
7,655
-7,298
| -49% | -$305K | ﹤0.01% | 2015 |
|
|
2016
Q1 | $556K | Buy |
14,953
+3
| +0% | +$112 | ﹤0.01% | 2096 |
|
|
2015
Q4 | $521K | Buy |
14,950
+6,877
| +85% | +$240K | ﹤0.01% | 2159 |
|
|
2015
Q3 | $272K | Sell |
8,073
-428
| -5% | -$14.4K | ﹤0.01% | 2276 |
|
|
2015
Q2 | $285K | Buy |
8,501
+721
| +9% | +$24.2K | ﹤0.01% | 2346 |
|
|
2015
Q1 | $279K | Buy |
7,780
+184
| +2% | +$6.6K | ﹤0.01% | 2309 |
|
|
2014
Q4 | $265K | Sell |
7,596
-1,115
| -13% | -$38.9K | ﹤0.01% | 2275 |
|
|
2014
Q3 | $277K | Buy |
8,711
+60
| +0.7% | +$1.91K | ﹤0.01% | 2238 |
|
|
2014
Q2 | $284K | Sell |
8,651
-2,082
| -19% | -$68.3K | ﹤0.01% | 2250 |
|
|
2014
Q1 | $322K | Buy |
10,733
+1,254
| +13% | +$37.6K | ﹤0.01% | 2078 |
|
|
2013
Q4 | $260K | Buy |
9,479
+364
| +4% | +$9.98K | ﹤0.01% | 2223 |
|
|
2013
Q3 | $275K | Buy |
9,115
+528
| +6% | +$15.9K | ﹤0.01% | 2079 |
|
|
2013
Q2 | $264K | Buy |
+8,587
| New | +$264K | ﹤0.01% | 1998 |
|