TD Ameritrade Investment Management’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37
| Closed | -$2K | – | 374 |
|
|
2023
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $2K | Sell |
37
-12
| -24% | -$649 | ﹤0.01% | 510 |
|
|
2022
Q3 | $3K | Sell |
49
-16
| -25% | -$980 | ﹤0.01% | 476 |
|
|
2022
Q2 | $4K | Sell |
65
-15
| -19% | -$923 | ﹤0.01% | 494 |
|
|
2022
Q1 | $6K | Sell |
80
-16
| -17% | -$1.2K | ﹤0.01% | 536 |
|
|
2021
Q4 | $7K | Sell |
96
-22
| -19% | -$1.6K | ﹤0.01% | 511 |
|
|
2021
Q3 | $4K | Buy |
118
+36
| +44% | +$1.22K | ﹤0.01% | 535 |
|
|
2021
Q2 | $5K | Sell |
82
-36
| -31% | -$2.2K | ﹤0.01% | 531 |
|
|
2021
Q1 | $5K | Hold |
118
| – | – | ﹤0.01% | 526 |
|
|
2020
Q4 | $5K | Hold |
118
| – | – | ﹤0.01% | 526 |
|
|
2020
Q3 | $4K | Buy |
118
+96
| +436% | +$3.25K | ﹤0.01% | 535 |
|
|
2020
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 615 |
|
|
2019
Q1 | – | Sell |
-45
| Closed | -$3K | – | 613 |
|
|
2018
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 509 |
|