Certified Advisory Corp’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-800
| Closed | -$8K | – | 750 |
|
|
2021
Q1 | $8K | Buy |
+800
| New | +$8K | ﹤0.01% | 631 |
|
|
2020
Q2 | $6K | Hold |
800
| – | – | ﹤0.01% | 627 |
|
|
2020
Q1 | $5K | Buy |
800
+143
| +22% | +$894 | ﹤0.01% | 624 |
|
|
2019
Q4 | $9K | Buy |
657
+357
| +119% | +$4.89K | ﹤0.01% | 609 |
|
|
2019
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 697 |
|
|
2019
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 712 |
|
|
2019
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 662 |
|
|
2018
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 655 |
|
|
2018
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 683 |
|
|
2018
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 660 |
|
|
2018
Q1 | $3K | Sell |
300
-814
| -73% | -$8.14K | ﹤0.01% | 659 |
|
|
2017
Q4 | $16K | Buy |
+1,114
| New | +$16K | 0.01% | 407 |
|