Stonebridge Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,000
| Closed | -$29K | – | 1164 |
|
2021
Q2 | $29K | Buy |
1,000
+500
| +100% | +$14.5K | ﹤0.01% | 568 |
|
2021
Q1 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 591 |
|
2020
Q3 | – | Sell |
-500
| Closed | -$9K | – | 794 |
|
2020
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 513 |
|
2020
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 533 |
|
2019
Q4 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 488 |
|