Cambridge Investment Research 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
Q4 | – | Sell |
-11,010
| Closed | -$108K | – | 3279 |
|
|
2021
Q3 | $108K | Hold |
11,010
| – | – | ﹤0.01% | 2941 |
|
|
2021
Q2 | $91K | Buy |
11,010
+10
| +0.1% | +$83 | ﹤0.01% | 2983 |
|
|
2021
Q1 | $107K | Buy |
+11,000
| New | +$107K | ﹤0.01% | 2749 |
|
|
2020
Q3 | – | Sell |
-12,394
| Closed | -$90K | – | 2606 |
|
|
2020
Q2 | $90K | Buy |
+12,394
| New | +$90K | ﹤0.01% | 2328 |
|