COCM
WSR

Charter Oak Capital Management’s Whitestone REIT WSR Stock Holding History

Charter Oak Capital Management’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,080
Closed -$22K – 905
2022
Q2 		$22K Hold
2,080
– – ﹤0.01% 457
2022
Q1 		$28K Hold
2,080
– – ﹤0.01% 453
2021
Q4 		$21K Hold
2,080
– – ﹤0.01% 502
2021
Q3 		$20K Buy
+2,080
New +$20K ﹤0.01% 462