Bank of Montreal’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 | $136K | Buy |
10,858
+26
| +0.2% | +$324 | ﹤0.01% | 2627 |
|
|
2025
Q1 | $158K | Buy |
+10,832
| New | +$158K | ﹤0.01% | 2530 |
|
|
2024
Q4 | – | Sell |
-10,321
| Closed | -$139K | – | 3521 |
|
|
2024
Q3 | $139K | Sell |
10,321
-148
| -1% | -$1.99K | ﹤0.01% | 2837 |
|
|
2024
Q2 | $139K | Buy |
+10,469
| New | +$139K | ﹤0.01% | 2859 |
|
|
2023
Q3 | – | Sell |
-10,047
| Closed | -$98.8K | – | 3722 |
|
|
2023
Q2 | $98.8K | Sell |
10,047
-4,679
| -32% | -$46K | ﹤0.01% | 3068 |
|
|
2023
Q1 | $146K | Buy |
14,726
+3,852
| +35% | +$38.2K | ﹤0.01% | 2863 |
|
|
2022
Q4 | $105K | Buy |
10,874
+300
| +3% | +$2.91K | ﹤0.01% | 2927 |
|
|
2022
Q3 | $106 | Sell |
10,574
-36
| -0.3% | – | ﹤0.01% | 2984 |
|
|
2022
Q2 | $117 | Sell |
10,610
-7,872
| -43% | -$87 | ﹤0.01% | 2998 |
|
|
2022
Q1 | $250K | Sell |
18,482
-282
| -2% | -$3.82K | ﹤0.01% | 2840 |
|
|
2021
Q4 | $190K | Sell |
18,764
-211,959
| -92% | -$2.15M | ﹤0.01% | 2907 |
|
|
2021
Q3 | $2.29M | Buy |
230,723
+7,814
| +4% | +$77.6K | ﹤0.01% | 1837 |
|
|
2021
Q2 | $1.87M | Buy |
222,909
+68,325
| +44% | +$574K | ﹤0.01% | 1978 |
|
|
2021
Q1 | $1.49M | Buy |
154,584
+11,331
| +8% | +$109K | ﹤0.01% | 1668 |
|
|
2020
Q4 | $1.14M | Buy |
143,253
+139,481
| +3,698% | +$1.11M | ﹤0.01% | 1808 |
|
|
2020
Q3 | $25K | Sell |
3,772
-1,282
| -25% | -$8.5K | ﹤0.01% | 3338 |
|
|
2020
Q2 | $33K | Buy |
5,054
+4,496
| +806% | +$29.4K | ﹤0.01% | 3258 |
|
|
2020
Q1 | $3K | Sell |
558
-694
| -55% | -$3.73K | ﹤0.01% | 3490 |
|
|
2019
Q4 | $17K | Sell |
1,252
-2,707
| -68% | -$36.8K | ﹤0.01% | 3858 |
|
|
2019
Q3 | $54K | Sell |
3,959
-35
| -0.9% | -$477 | ﹤0.01% | 3097 |
|
|
2019
Q2 | $52K | Buy |
3,994
+3,301
| +476% | +$43K | ﹤0.01% | 3215 |
|
|
2019
Q1 | $8K | Sell |
693
-1,379
| -67% | -$15.9K | ﹤0.01% | 3536 |
|
|
2018
Q4 | $26K | Buy |
2,072
+269
| +15% | +$3.38K | ﹤0.01% | 3210 |
|
|
2018
Q3 | $25K | Sell |
1,803
-8
| -0.4% | -$111 | ﹤0.01% | 3319 |
|
|
2018
Q2 | $22K | Buy |
1,811
+271
| +18% | +$3.29K | ﹤0.01% | 3384 |
|
|
2018
Q1 | $16K | Buy |
1,540
+600
| +64% | +$6.23K | ﹤0.01% | 3353 |
|
|
2017
Q4 | $13K | Buy |
940
+910
| +3,033% | +$12.6K | ﹤0.01% | 3384 |
|
|
2017
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 3958 |
|
|
2017
Q2 | $0 | Sell |
30
-14,551
| -100% | – | ﹤0.01% | 3905 |
|
|
2017
Q1 | $201K | Buy |
14,581
+2,570
| +21% | +$35.4K | ﹤0.01% | 2255 |
|
|
2016
Q4 | $161K | Buy |
12,011
+2,647
| +28% | +$35.5K | ﹤0.01% | 2331 |
|
|
2016
Q3 | $130K | Sell |
9,364
-1,693
| -15% | -$23.5K | ﹤0.01% | 2408 |
|
|
2016
Q2 | $166K | Buy |
11,057
+10,627
| +2,471% | +$160K | ﹤0.01% | 2341 |
|
|
2016
Q1 | $5K | Buy |
430
+407
| +1,770% | +$4.73K | ﹤0.01% | 3532 |
|
|
2015
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 4123 |
|
|
2015
Q3 | – | Sell |
-8,093
| Closed | -$105K | – | 3854 |
|
|
2015
Q2 | $105K | Buy |
8,093
+3,190
| +65% | +$41.4K | ﹤0.01% | 2527 |
|
|
2015
Q1 | $78K | Sell |
4,903
-1,610
| -25% | -$25.6K | ﹤0.01% | 2540 |
|
|
2014
Q4 | $98K | Buy |
6,513
+218
| +3% | +$3.28K | ﹤0.01% | 2434 |
|
|
2014
Q3 | $87K | Sell |
6,295
-618
| -9% | -$8.54K | ﹤0.01% | 2467 |
|
|
2014
Q2 | $103K | Buy |
+6,913
| New | +$103K | ﹤0.01% | 2427 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$1K | – | 3464 |
|
|
2013
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3301 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3149 |
|