WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $54K | Hold |
1,779
| – | – | 0.01% | 684 |
|
|
2017
Q1 | $59K | Hold |
1,779
| – | – | 0.02% | 621 |
|
|
2016
Q4 | $64K | Buy |
1,779
+461
| +35% | +$16.6K | 0.02% | 662 |
|
|
2016
Q3 | $51K | Hold |
1,318
| – | – | 0.01% | 702 |
|
|
2016
Q2 | $54K | Hold |
1,318
| – | – | 0.01% | 671 |
|
|
2016
Q1 | $49K | Buy |
1,318
+141
| +12% | +$5.24K | 0.01% | 672 |
|
|
2015
Q4 | $41K | Hold |
1,177
| – | – | 0.01% | 713 |
|
|
2015
Q3 | $39K | Sell |
1,177
-45
| -4% | -$1.49K | 0.01% | 719 |
|
|
2015
Q2 | $40K | Sell |
1,222
-75
| -6% | -$2.46K | 0.01% | 794 |
|
|
2015
Q1 | $47K | Sell |
1,297
-440
| -25% | -$15.9K | 0.01% | 751 |
|
|
2014
Q4 | $61K | Buy |
1,737
+1
| +0.1% | +$35 | 0.01% | 809 |
|
|
2014
Q3 | $55K | Sell |
1,736
-2,907
| -63% | -$92.1K | 0.01% | 890 |
|
|
2014
Q2 | $152K | Buy |
+4,643
| New | +$152K | 0.03% | 522 |
|