CIBC Private Wealth Group’s Whitestone REIT WSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,533
| Closed | -$20.7K | – | 3212 |
|
|
2024
Q3 | $20.7K | Buy |
+1,533
| New | +$20.7K | ﹤0.01% | 2143 |
|
|
2024
Q2 | – | Sell |
-1,043
| Closed | -$12.7K | – | 3310 |
|
|
2024
Q1 | $12.7K | Buy |
+1,043
| New | +$12.7K | ﹤0.01% | 2186 |
|
|
2018
Q3 | – | Sell |
-1,276
| Closed | -$16K | – | 1743 |
|
|
2018
Q2 | $16K | Hold |
1,276
| – | – | ﹤0.01% | 1466 |
|
|
2018
Q1 | $13K | Hold |
1,276
| – | – | ﹤0.01% | 1481 |
|
|
2017
Q4 | $18K | Buy |
+1,276
| New | +$18K | ﹤0.01% | 1430 |
|