ClariVest Asset Management’s Whitestone REIT WSR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.16M | Hold |
87,120
| – | – | 0.12% | 233 |
|
2024
Q2 | $1.16M | Buy |
87,120
+2,414
| +3% | +$32.1K | 0.12% | 233 |
|
2024
Q1 | $1.06M | Buy |
+84,706
| New | +$1.06M | 0.11% | 258 |
|
2020
Q1 | – | Sell |
-58,250
| Closed | -$794K | – | 787 |
|
2019
Q4 | $794K | Sell |
58,250
-3,400
| -6% | -$46.3K | 0.02% | 380 |
|
2019
Q3 | $849K | Buy |
+61,650
| New | +$849K | 0.02% | 362 |
|
2019
Q2 | – | Sell |
-150,202
| Closed | -$1.81M | – | 757 |
|
2019
Q1 | $1.81M | Buy |
150,202
+30,941
| +26% | +$372K | 0.04% | 331 |
|
2018
Q4 | $1.46M | Buy |
+119,261
| New | +$1.46M | 0.03% | 346 |
|