Advisory Research’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $780K | Buy |
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|
2025
Q2 | $764K | Buy |
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|
2025
Q1 | $831K | Buy |
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|
2024
Q4 | $806K | Buy |
|
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|
2024
Q3 | $766K | Buy |
|
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|
2024
Q2 | $730K | Buy |
|
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $411K | Buy |
|