Nichols & Pratt Advisers’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,200
| Closed | -$242K | – | 111 |
|
|
2016
Q3 | $242K | Buy |
6,200
+450
| +8% | +$17.6K | 0.02% | 103 |
|
|
2016
Q2 | $235K | Hold |
5,750
| – | – | 0.02% | 108 |
|
|
2016
Q1 | $216K | Buy |
+5,750
| New | +$216K | 0.02% | 116 |
|
|
2015
Q2 | – | Sell |
-5,880
| Closed | -$211K | – | 122 |
|
|
2015
Q1 | $211K | Hold |
5,880
| – | – | 0.02% | 116 |
|
|
2014
Q4 | $205K | Buy |
+5,880
| New | +$205K | 0.02% | 118 |
|