Optimum Investment Advisors’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-500
| Closed | -$16K | – | 945 |
|
|
2021
Q2 | $16K | Hold |
500
| – | – | 0.01% | 704 |
|
|
2021
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 741 |
|
|
2020
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 724 |
|
|
2020
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 724 |
|
|
2020
Q2 | $9K | Sell |
500
-500
| -50% | -$8.75K | ﹤0.01% | 711 |
|
|
2020
Q1 | $14K | Hold |
1,000
| – | – | 0.01% | 642 |
|
|
2019
Q4 | $31K | Hold |
1,000
| – | – | 0.01% | 606 |
|
|
2019
Q3 | $29K | Sell |
1,000
-112
| -10% | -$3.09K | 0.01% | 620 |
|
|
2019
Q2 | $30K | Hold |
1,112
| – | – | 0.01% | 615 |
|
|
2019
Q1 | $33K | Hold |
1,112
| – | – | 0.01% | 605 |
|
|
2018
Q4 | $28K | Sell |
1,112
-300
| -21% | -$8.34K | 0.01% | 591 |
|
|
2018
Q3 | $42K | Hold |
1,412
| – | – | 0.01% | 566 |
|
|
2018
Q2 | $44K | Buy |
1,412
+112
| +9% | +$3.2K | 0.01% | 559 |
|
|
2018
Q1 | $37K | Buy |
+1,300
| New | +$37.4K | 0.01% | 583 |
|
|
2015
Q1 | $65K | Hold |
1,800
| – | – | 0.02% | 457 |
|
|
2014
Q4 | $63K | Hold |
1,800
| – | – | 0.02% | 451 |
|
|
2014
Q3 | $57K | Hold |
1,800
| – | – | 0.02% | 455 |
|
|
2014
Q2 | $59K | Buy |
1,800
+1,000
| +125% | +$31.4K | 0.02% | 447 |
|
|
2014
Q1 | $24K | Buy |
800
+300
| +60% | +$8.86K | 0.01% | 489 |
|
|
2013
Q4 | $14K | Buy |
+500
| New | +$14.8K | 0.01% | 575 |
|
Other funds holding WRI
Optimum Investment Advisors's WRI Position: Q3 2021 in Review
Optimum Investment Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 500 shares — an estimated $16K sold.
Optimum Investment Advisors first reported a position in WRI in Q4 2013 and held it in 20 quarters. The position peaked at $65K in Q1 2015. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.
- Optimum Investment Advisors reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
- Optimum Investment Advisors sold 500 Weingarten Realty Investors shares in Q3 2021, an estimated $16K.
- Optimum Investment Advisors first reported a position in Weingarten Realty Investors in Q4 2013 and held it in 20 quarters.
- Optimum Investment Advisors's Weingarten Realty Investors position peaked at $65K in Q1 2015.
- 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.
Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.