CAPTRUST Financial Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,781
| Closed | -$292K | – | 2680 |
|
|
2023
Q4 | $292K | Sell |
23,781
-5,153
| -18% | -$63.3K | ﹤0.01% | 2130 |
|
|
2023
Q3 | $279K | Buy |
28,934
+104
| +0.4% | +$1K | ﹤0.01% | 2038 |
|
|
2023
Q2 | $280K | Buy |
28,830
+3,423
| +13% | +$33.2K | ﹤0.01% | 2028 |
|
|
2023
Q1 | $234K | Sell |
25,407
-6,540
| -20% | -$60.2K | ﹤0.01% | 1945 |
|
|
2022
Q4 | $308K | Buy |
+31,947
| New | +$308K | ﹤0.01% | 1630 |
|