AssetMark Inc

AssetMark Inc’s Whitestone REIT WSR Stock Holding History

AssetMark Inc’s Portfolio WSR Stock Details WSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$661	Hold
2025 Q1	$772	Sell
2024 Q4	$315K	Sell
2024 Q3	$427K	Buy
2024 Q2	$396K	Sell
2024 Q1	$374K	Buy
2023 Q4	$265K	Buy
2022 Q3	–	Sell
2022 Q2	$236K	Buy
2018 Q1	–	Sell
2017 Q4	$0	Buy