Wealthspire Advisors (Maryland)’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-421
| Closed | -$28K | – | 1688 |
|
|
2019
Q1 | $28K | Sell |
421
-114
| -21% | -$7.58K | ﹤0.01% | 1141 |
|
|
2018
Q4 | $31K | Buy |
535
+60
| +13% | +$3.48K | ﹤0.01% | 1041 |
|
|
2018
Q3 | $31K | Buy |
475
+9
| +2% | +$587 | ﹤0.01% | 1132 |
|
|
2018
Q2 | $29K | Buy |
466
+180
| +63% | +$11.2K | ﹤0.01% | 1172 |
|
|
2018
Q1 | $17K | Sell |
286
-69
| -19% | -$4.1K | ﹤0.01% | 1351 |
|
|
2017
Q4 | $25K | Buy |
355
+163
| +85% | +$11.5K | ﹤0.01% | 1260 |
|
|
2017
Q3 | $12K | Buy |
192
+29
| +18% | +$1.81K | ﹤0.01% | 1515 |
|
|
2017
Q2 | $10K | Sell |
163
-25
| -13% | -$1.53K | ﹤0.01% | 1540 |
|
|
2017
Q1 | $12K | Buy |
188
+162
| +623% | +$10.3K | ﹤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 | +$2K | ﹤0.01% | 1533 |
|