Berman Capital Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15K | Buy |
1,549
+332
| +27% | +$3.22K | ﹤0.01% | 1077 |
|
|
2021
Q2 | $10K | Buy |
1,217
+742
| +156% | +$6.1K | ﹤0.01% | 1143 |
|
|
2021
Q1 | $4K | Buy |
475
+3
| +0.6% | +$25 | ﹤0.01% | 1369 |
|
|
2020
Q4 | $3K | Buy |
472
+4
| +0.9% | +$25 | ﹤0.01% | 1338 |
|
|
2020
Q3 | $2K | Buy |
468
+214
| +84% | +$915 | ﹤0.01% | 1352 |
|
|
2020
Q2 | $1K | Buy |
254
+186
| +274% | +$732 | ﹤0.01% | 1526 |
|
|
2020
Q1 | $0 | Buy |
+68
| New | – | ﹤0.01% | 1699 |
|