Covestor’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 | $13K | Buy |
990
+464
| +88% | +$6.09K | 0.01% | 1437 |
|
|
2025
Q1 | $8K | Hold |
526
| – | – | 0.01% | 1648 |
|
|
2024
Q4 | $7K | Hold |
526
| – | – | ﹤0.01% | 1681 |
|
|
2024
Q3 | $7K | Buy |
526
+333
| +173% | +$4.43K | ﹤0.01% | 1698 |
|
|
2024
Q2 | $3K | Buy |
+193
| New | +$3K | ﹤0.01% | 1815 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 2826 |
|
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2814 |
|
|
2023
Q3 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 2808 |
|
|
2023
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2736 |
|