USCA RIA’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-7,696
| Closed | -$253K | – | 345 |
|
|
2014
Q2 | $253K | Sell |
7,696
-100
| -1% | -$3.29K | 0.08% | 244 |
|
|
2014
Q1 | $234K | Sell |
7,796
-1,500
| -16% | -$45K | 0.08% | 235 |
|
|
2013
Q4 | $255K | Sell |
9,296
-4,460
| -32% | -$122K | 0.1% | 209 |
|
|
2013
Q3 | $403K | Hold |
13,756
| – | – | 0.18% | 147 |
|
|
2013
Q2 | $423K | Buy |
+13,756
| New | +$423K | 0.21% | 130 |
|