Advisory Services Network’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3183 |
|
|
2020
Q4 | – | Sell |
-138
| Closed | -$1K | – | 3779 |
|
|
2020
Q3 | $1K | Buy |
+138
| New | +$1K | ﹤0.01% | 3432 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | – | – | 2771 |
|
|
2020
Q1 | $0 | Buy |
+60
| New | – | ﹤0.01% | 3321 |
|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$25K | – | 3274 |
|
|
2019
Q3 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 1705 |
|
|
2019
Q2 | $25K | Buy |
2,000
+1,000
| +100% | +$12.5K | ﹤0.01% | 1703 |
|
|
2019
Q1 | $12K | Sell |
1,000
-250
| -20% | -$3K | ﹤0.01% | 1798 |
|
|
2018
Q4 | $15K | Sell |
1,250
-3,750
| -75% | -$45K | ﹤0.01% | 1613 |
|
|
2018
Q3 | $69K | Buy |
+5,000
| New | +$69K | 0.01% | 1117 |
|