Wealthspire Advisors (Maryland)’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-421	Closed	-$28K	–	1652
2019 Q1	$28K	Sell	421 -114	-21%	-$7.28K	﹤0.01%	1141
2018 Q4	$31K	Buy	535 +60	+13%	+$3.76K	﹤0.01%	1042
2018 Q3	$31K	Buy	475 +9	+2%	+$574	﹤0.01%	1134
2018 Q2	$29K	Buy	466 +180	+63%	+$10.6K	﹤0.01%	1174
2018 Q1	$17K	Sell	286 -69	-19%	-$4.17K	﹤0.01%	1351
2017 Q4	$25K	Buy	355 +163	+85%	+$10.8K	﹤0.01%	1260
2017 Q3	$12K	Buy	192 +29	+18%	+$1.87K	﹤0.01%	1515
2017 Q2	$10K	Sell	163 -25	-13%	-$1.58K	﹤0.01%	1540
2017 Q1	$12K	Buy	188 +162	+623%	+$11.1K	﹤0.01%	1275
2016 Q4	$2K	Hold	26	–	–	﹤0.01%	1566
2016 Q3	$2K	Hold	26	–	–	﹤0.01%	1563
2016 Q2	$2K	Hold	26	–	–	﹤0.01%	1528
2016 Q1	$2K	Hold	26	–	–	﹤0.01%	1546
2015 Q4	$2K	Buy	+26	New	+$1.73K	﹤0.01%	1533