Carson Wealth (CWM LLC)’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60K | Buy |
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|
2025
Q2 | $34K | Buy |
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|
2025
Q1 | $18K | Buy |
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|
2024
Q4 | $17K | Sell |
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|
2024
Q3 | $122K | Sell |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $11K | Buy |
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|
2023
Q4 | $9K | Buy |
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|
2023
Q3 | $6K | Sell |
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|
2023
Q2 | $14K | Buy |
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|
2023
Q1 | $3K | Buy |
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|
2022
Q4 | $1K | Sell |
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|
2022
Q3 | $1K | Buy |
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