CWA
WSR

CM Wealth Advisors’s Whitestone REIT WSR Stock Holding History

CM Wealth Advisors’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21,689
Closed -$189K – 436
2023
Q1 		$189K Buy
+21,689
New +$189K 0.04% 378