Corient Private Wealth’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+21,712
| New | +$271K | ﹤0.01% | 2136 |
|
|
2025
Q1 | – | Sell |
-15,167
| Closed | -$215K | – | 2450 |
|
|
2024
Q4 | $215K | Sell |
15,167
-4,023
| -21% | -$57K | ﹤0.01% | 2076 |
|
|
2024
Q3 | $260K | Sell |
19,190
-175
| -0.9% | -$2.37K | ﹤0.01% | 2055 |
|
|
2024
Q2 | $258K | Buy |
19,365
+853
| +5% | +$11.4K | ﹤0.01% | 1991 |
|
|
2024
Q1 | $232K | Sell |
18,512
-1,401
| -7% | -$17.6K | ﹤0.01% | 2014 |
|
|
2023
Q4 | $245K | Sell |
19,913
-206
| -1% | -$2.53K | ﹤0.01% | 1970 |
|
|
2023
Q3 | $194K | Sell |
20,119
-434
| -2% | -$4.18K | ﹤0.01% | 1926 |
|
|
2023
Q2 | $199K | Sell |
20,553
-97
| -0.5% | -$941 | ﹤0.01% | 1865 |
|
|
2023
Q1 | $190K | Buy |
20,650
+4,713
| +30% | +$43.4K | ﹤0.01% | 1802 |
|
|
2022
Q4 | $154K | Buy |
+15,937
| New | +$154K | ﹤0.01% | 1520 |
|