Ausdal Financial Partners’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 | – | Sell |
-12,801
| Closed | -$187K | – | 736 |
|
2025
Q1 | $187K | Buy |
+12,801
| New | +$187K | 0.01% | 616 |
|
2024
Q1 | – | Sell |
-10,006
| Closed | -$123K | – | 492 |
|
2023
Q4 | $123K | Hold |
10,006
| – | – | 0.02% | 441 |
|
2023
Q3 | $96.4K | Hold |
10,006
| – | – | 0.01% | 420 |
|
2023
Q2 | $97.1K | Buy |
10,006
+5
| +0% | +$49 | 0.01% | 417 |
|
2023
Q1 | $92K | Sell |
10,001
-7
| -0.1% | -$64 | 0.01% | 431 |
|
2022
Q4 | $96.5K | Sell |
10,008
-7
| -0.1% | -$67 | 0.01% | 431 |
|
2022
Q3 | $85K | Buy |
10,015
+15
| +0.2% | +$127 | 0.01% | 427 |
|
2022
Q2 | $108K | Hold |
10,000
| – | – | 0.02% | 430 |
|
2022
Q1 | $133K | Hold |
10,000
| – | – | 0.02% | 464 |
|
2021
Q4 | $101K | Hold |
10,000
| – | – | 0.01% | 465 |
|
2021
Q3 | $98K | Hold |
10,000
| – | – | 0.01% | 457 |
|
2021
Q2 | $83K | Hold |
10,000
| – | – | 0.01% | 452 |
|
2021
Q1 | $97K | Hold |
10,000
| – | – | 0.02% | 432 |
|
2020
Q4 | $80K | Buy |
+10,000
| New | +$80K | 0.02% | 409 |
|