Advisor Group’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $210K | Sell |
15,400
-200
| -1% | -$2.73K | ﹤0.01% | 2357 |
|
2019
Q3 | $215K | Hold |
15,600
| – | – | ﹤0.01% | 2270 |
|
2019
Q2 | $198K | Hold |
15,600
| – | – | ﹤0.01% | 2322 |
|
2019
Q1 | $187K | Buy |
15,600
+2,000
| +15% | +$24K | ﹤0.01% | 2336 |
|
2018
Q4 | $167K | Buy |
13,600
+2,500
| +23% | +$30.7K | ﹤0.01% | 2226 |
|
2018
Q3 | $155K | Buy |
11,100
+3,634
| +49% | +$50.7K | ﹤0.01% | 2380 |
|
2018
Q2 | $94K | Sell |
7,466
-13,393
| -64% | -$169K | ﹤0.01% | 2576 |
|
2018
Q1 | $217K | Buy |
20,859
+5,835
| +39% | +$60.7K | ﹤0.01% | 1917 |
|
2017
Q4 | $216K | Sell |
15,024
-2,321
| -13% | -$33.4K | ﹤0.01% | 1937 |
|
2017
Q3 | $226K | Buy |
17,345
+2,505
| +17% | +$32.6K | ﹤0.01% | 1765 |
|
2017
Q2 | $182K | Buy |
14,840
+8,841
| +147% | +$108K | ﹤0.01% | 1852 |
|
2017
Q1 | $83K | Buy |
5,999
+545
| +10% | +$7.54K | ﹤0.01% | 2308 |
|
2016
Q4 | $79K | Buy |
5,454
+3,400
| +166% | +$49.2K | ﹤0.01% | 2238 |
|
2016
Q3 | $29K | Buy |
2,054
+950
| +86% | +$13.4K | ﹤0.01% | 2912 |
|
2016
Q2 | $16K | Buy |
+1,104
| New | +$16K | ﹤0.01% | 3221 |
|