Concourse Financial Group Securities’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-500
| Closed | -$6.68K | – | 8428 |
|
|
2024
Q4 | $6.68K | Buy |
+500
| New | +$6.68K | ﹤0.01% | 1811 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8569 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8579 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8582 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8514 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8307 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8095 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7800 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7811 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7636 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7530 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7393 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7271 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7033 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6779 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6541 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6341 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6131 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5977 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5897 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5813 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5654 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5685 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5586 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5495 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5329 |
|