Creative Planning’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $146K | Buy |
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|
2025
Q2 | $144K | Sell |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $155K | Buy |
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|
2024
Q2 | $145K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $113K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $37K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $0 | Sell |
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|
2015
Q3 | $6K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $16K | Buy |
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