Carson Wealth (CWM LLC)’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 | $34K | Buy |
2,700
+1,487
| +123% | +$18.7K | ﹤0.01% | 3565 |
|
|
2025
Q1 | $18K | Buy |
1,213
+16
| +1% | +$237 | ﹤0.01% | 3770 |
|
|
2024
Q4 | $17K | Sell |
1,197
-7,820
| -87% | -$111K | ﹤0.01% | 3558 |
|
|
2024
Q3 | $122K | Sell |
9,017
-7,499
| -45% | -$101K | ﹤0.01% | 2075 |
|
|
2024
Q2 | $220K | Buy |
16,516
+15,610
| +1,723% | +$208K | ﹤0.01% | 1539 |
|
|
2024
Q1 | $11K | Buy |
906
+203
| +29% | +$2.47K | ﹤0.01% | 3305 |
|
|
2023
Q4 | $9K | Buy |
703
+113
| +19% | +$1.45K | ﹤0.01% | 3258 |
|
|
2023
Q3 | $6K | Sell |
590
-858
| -59% | -$8.73K | ﹤0.01% | 3405 |
|
|
2023
Q2 | $14K | Buy |
1,448
+1,097
| +313% | +$10.6K | ﹤0.01% | 2890 |
|
|
2023
Q1 | $3K | Buy |
351
+289
| +466% | +$2.47K | ﹤0.01% | 3578 |
|
|
2022
Q4 | $1K | Sell |
62
-14
| -18% | -$226 | ﹤0.01% | 3862 |
|
|
2022
Q3 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 3783 |
|