PWM
WRI

Perigon Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

Perigon Wealth Management’s Portfolio WRI Stock Details WRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,300
Closed -$99K – 743
2017
Q2 		$99K Buy
3,300
+600
+22% +$18K 0.02% 308
2017
Q1 		$90K Buy
2,700
+2,300
+575% +$76.7K 0.02% 317
2016
Q4 		$14K Buy
+400
New +$14K ﹤0.01% 521