Creative Planning’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 | $144K | Sell |
11,540
-1,689
| -13% | -$21.1K | ﹤0.01% | 3330 |
|
|
2025
Q1 | $193K | Buy |
13,229
+1,541
| +13% | +$22.5K | ﹤0.01% | 3076 |
|
|
2024
Q4 | $166K | Buy |
11,688
+258
| +2% | +$3.66K | ﹤0.01% | 3019 |
|
|
2024
Q3 | $155K | Buy |
11,430
+521
| +5% | +$7.05K | ﹤0.01% | 2923 |
|
|
2024
Q2 | $145K | Buy |
+10,909
| New | +$145K | ﹤0.01% | 2748 |
|
|
2023
Q3 | – | Sell |
-11,604
| Closed | -$113K | – | 2925 |
|
|
2023
Q2 | $113K | Buy |
+11,604
| New | +$113K | ﹤0.01% | 2314 |
|
|
2017
Q3 | – | Sell |
-3,050
| Closed | -$37K | – | 3619 |
|
|
2017
Q2 | $37K | Buy |
+3,050
| New | +$37K | ﹤0.01% | 2740 |
|
|
2016
Q3 | – | Sell |
-295
| Closed | -$4K | – | 4521 |
|
|
2016
Q2 | $4K | Buy |
+295
| New | +$4K | ﹤0.01% | 3700 |
|
|
2016
Q1 | – | Sell |
-4
| Closed | – | – | 4401 |
|
|
2015
Q4 | $0 | Sell |
4
-511
| -99% | – | ﹤0.01% | 4437 |
|
|
2015
Q3 | $6K | Buy |
+515
| New | +$6K | ﹤0.01% | 3495 |
|
|
2015
Q2 | – | Sell |
-1,004
| Closed | -$16K | – | 2898 |
|
|
2015
Q1 | $16K | Buy |
+1,004
| New | +$16K | ﹤0.01% | 2857 |
|