B. Riley Wealth Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,511
| Closed | -$84K | – | 760 |
|
|
2015
Q2 | $84K | Buy |
6,511
+109
| +2% | +$1.41K | 0.07% | 310 |
|
|
2015
Q1 | $101K | Sell |
6,402
-702
| -10% | -$11.1K | 0.08% | 284 |
|
|
2014
Q4 | $107K | Sell |
7,104
-1,464
| -17% | -$22.1K | 0.09% | 256 |
|
|
2014
Q3 | $119K | Sell |
8,568
-240
| -3% | -$3.33K | 0.09% | 269 |
|
|
2014
Q2 | $131K | Buy |
8,808
+139
| +2% | +$2.07K | 0.08% | 289 |
|
|
2014
Q1 | $125K | Buy |
+8,669
| New | +$125K | 0.09% | 268 |
|