Avantax Advisory Services’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,819
| Closed | -$228K | – | 2276 |
|
|
2024
Q3 | $228K | Sell |
16,819
-528
| -3% | -$7.14K | ﹤0.01% | 1941 |
|
|
2024
Q2 | $231K | Buy |
17,347
+53
| +0.3% | +$705 | ﹤0.01% | 1875 |
|
|
2024
Q1 | $217K | Hold |
17,294
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q4 | $213K | Buy |
17,294
+2,295
| +15% | +$28.2K | ﹤0.01% | 1447 |
|
|
2023
Q3 | $144K | Buy |
+14,999
| New | +$144K | ﹤0.01% | 1465 |
|