Allworth Financial’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4K | Buy |
513
+160
| +45% | +$2K | ﹤0.01% | 3125 |
|
|
2025
Q1 | $4.64K | Buy |
353
+71
| +25% | +$933 | ﹤0.01% | 2792 |
|
|
2024
Q4 | $3.77K | Hold |
282
| – | – | ﹤0.01% | 2877 |
|
|
2024
Q3 | $3.82K | Hold |
282
| – | – | ﹤0.01% | 2688 |
|
|
2024
Q2 | $3.93K | Buy |
282
+21
| +8% | +$293 | ﹤0.01% | 2625 |
|
|
2024
Q1 | $3.28K | Hold |
261
| – | – | ﹤0.01% | 2595 |
|
|
2023
Q4 | $3.21K | Hold |
261
| – | – | ﹤0.01% | 2463 |
|
|
2023
Q3 | $2.51K | Buy |
261
+86
| +49% | +$828 | ﹤0.01% | 2428 |
|
|
2023
Q2 | $1.7K | Hold |
175
| – | – | ﹤0.01% | 2545 |
|
|
2023
Q1 | $1.61K | Hold |
175
| – | – | ﹤0.01% | 2499 |
|
|
2022
Q4 | $1.69K | Sell |
175
-1,294
| -88% | -$12.5K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $12K | Buy |
1,469
+1,294
| +739% | +$10.6K | ﹤0.01% | 1584 |
|
|
2022
Q2 | $2K | Hold |
175
| – | – | ﹤0.01% | 2046 |
|
|
2022
Q1 | $2K | Hold |
175
| – | – | ﹤0.01% | 1839 |
|
|
2021
Q4 | $2K | Hold |
175
| – | – | ﹤0.01% | 1760 |
|
|
2021
Q3 | $2K | Buy |
+175
| New | +$2K | ﹤0.01% | 1711 |
|