MWPCG
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Measured Wealth Private Client Group’s Regency Centers REG Stock Holding History

Measured Wealth Private Client Group’s Portfolio REG Stock Details REG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,090
Closed -$243K – 179
2022
Q2 		$243K Buy
4,090
+543
+15% +$32.3K 0.11% 138
2022
Q1 		$253K Buy
+3,547
New +$253K 0.09% 139