OAM
Optimal Asset Management’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,710
| Closed | -$397K | – | 410 |
|
|
2020
Q4 | $397K | Buy |
8,710
+43
| +0.5% | +$1.96K | 0.06% | 369 |
|
|
2020
Q3 | $330K | Buy |
8,667
+2,520
| +41% | +$96K | 0.05% | 374 |
|
|
2020
Q2 | $282K | Sell |
6,147
-8,061
| -57% | -$370K | 0.05% | 388 |
|
|
2020
Q1 | $546 | Buy |
+14,208
| New | +$546 | 0.05% | 347 |
|