Avion Wealth’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
$18K Hold
1,500
﹤0.01% 339
2025
Q1
$21K Hold
1,500
0.01% 284
2024
Q4
$21K Hold
1,500
0.01% 284
2024
Q3
$20K Buy
+1,500
New +$20K 0.01% 259