Cerity Partners
WSR

Cerity Partners’s Whitestone REIT WSR Stock Holding History

Cerity Partners’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,537
Closed -$145K – 2424
2024
Q1 		$145K Buy
+11,537
New +$143K ﹤0.01% 2163
2023
Q2 		– Sell
-587
Closed -$458K – 1973
2023
Q1 		$458K Buy
+587
New +$5.68K ﹤0.01% 1336

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