Cetera Investment Advisers’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 | $183K | Buy |
14,681
+2,040
| +16% | +$25.5K | ﹤0.01% | 3744 |
|
|
2025
Q1 | $184K | Buy |
12,641
+2,068
| +20% | +$30.1K | ﹤0.01% | 3629 |
|
|
2024
Q4 | $150K | Sell |
10,573
-3,334
| -24% | -$47.2K | ﹤0.01% | 3504 |
|
|
2024
Q3 | $188K | Buy |
13,907
+305
| +2% | +$4.13K | ﹤0.01% | 3403 |
|
|
2024
Q2 | $181K | Sell |
13,602
-58
| -0.4% | -$772 | ﹤0.01% | 3387 |
|
|
2024
Q1 | $171K | Buy |
+13,660
| New | +$171K | ﹤0.01% | 3388 |
|