OneDigital Investment Advisors’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-129
| Closed | -$4K | – | 1209 |
|
|
2019
Q2 | $4K | Hold |
129
| – | – | ﹤0.01% | 1076 |
|
|
2019
Q1 | $4K | Hold |
129
| – | – | ﹤0.01% | 1019 |
|
|
2018
Q4 | $3K | Buy |
+129
| New | +$3K | ﹤0.01% | 1021 |
|
|
2018
Q1 | – | Sell |
-1,084
| Closed | -$36K | – | 1393 |
|
|
2017
Q4 | $36K | Hold |
1,084
| – | – | ﹤0.01% | 605 |
|
|
2017
Q3 | $34K | Hold |
1,084
| – | – | 0.01% | 478 |
|
|
2017
Q2 | $33K | Buy |
+1,084
| New | +$33K | 0.01% | 590 |
|