Cerity Partners’s Whitestone REIT WSR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,537	Closed	-$145K	–	2422
2024 Q1	$145K	Buy	+11,537	New	+$145K	﹤0.01%	2163
2023 Q2	–	Sell	-587	Closed	-$458K	–	1970
2023 Q1	$458K	Buy	+587	New	+$458K	﹤0.01%	1334