AAS
WSR

Avantax Advisory Services’s Whitestone REIT WSR Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-16,819
Closed -$228K – 2276
2024
Q3 		$228K Sell
16,819
-528
-3% -$7.09K ﹤0.01% 1941
2024
Q2 		$231K Buy
17,347
+53
+0.3% +$651 ﹤0.01% 1875
2024
Q1 		$217K Hold
17,294
– – ﹤0.01% 1500
2023
Q4 		$213K Buy
17,294
+2,295
+15% +$24.6K ﹤0.01% 1447
2023
Q3 		$144K Buy
+14,999
New +$149K ﹤0.01% 1465

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Morgan Stanley
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NAM
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Dimensional Fund Advisors
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EIM
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Northern Trust
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