United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,703
| Closed | -$253K | – | 1382 |
|
|
2017
Q4 | $253K | Buy |
+7,703
| New | +$253K | ﹤0.01% | 1171 |
|
|
2017
Q2 | – | Sell |
-20,634
| Closed | -$689K | – | 1324 |
|
|
2017
Q1 | $689K | Sell |
20,634
-7,190
| -26% | -$240K | 0.01% | 838 |
|
|
2016
Q4 | $996K | Buy |
27,824
+16,251
| +140% | +$582K | 0.01% | 756 |
|
|
2016
Q3 | $451K | Sell |
11,573
-2,943
| -20% | -$115K | ﹤0.01% | 989 |
|
|
2016
Q2 | $595K | Sell |
14,516
-1,625
| -10% | -$66.6K | 0.01% | 867 |
|
|
2016
Q1 | $606K | Sell |
16,141
-7,284
| -31% | -$273K | 0.01% | 823 |
|
|
2015
Q4 | $810K | Buy |
23,425
+5,911
| +34% | +$204K | 0.01% | 747 |
|
|
2015
Q3 | $580K | Sell |
17,514
-162
| -0.9% | -$5.37K | 0.01% | 844 |
|
|
2015
Q2 | $578K | Sell |
17,676
-6,102
| -26% | -$200K | 0.01% | 867 |
|
|
2015
Q1 | $779K | Buy |
23,778
+2,595
| +12% | +$85K | 0.01% | 785 |
|
|
2014
Q4 | $740K | Buy |
21,183
+3,624
| +21% | +$127K | 0.01% | 712 |
|
|
2014
Q3 | $553K | Buy |
17,559
+2,137
| +14% | +$67.3K | 0.01% | 764 |
|
|
2014
Q2 | $506K | Buy |
15,422
+1,975
| +15% | +$64.8K | 0.01% | 679 |
|
|
2014
Q1 | $403K | Sell |
13,447
-1,642
| -11% | -$49.2K | 0.01% | 690 |
|
|
2013
Q4 | $414K | Buy |
+15,089
| New | +$414K | 0.01% | 461 |
|
|
2013
Q3 | – | Sell |
-15,844
| Closed | -$488K | – | 761 |
|
|
2013
Q2 | $488K | Buy |
+15,844
| New | +$488K | 0.01% | 510 |
|