Valeo Financial Advisors’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1423 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1828 |
|
|
2020
Q3 | – | Sell |
-28
| Closed | -$1K | – | 1962 |
|
|
2020
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1858 |
|
|
2019
Q2 | – | Sell |
-61
| Closed | -$4K | – | 1632 |
|
|
2019
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 1241 |
|
|
2018
Q4 | $4K | Buy |
61
+15
| +33% | +$984 | ﹤0.01% | 1151 |
|
|
2018
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 1363 |
|