D.A. Davidson & Co’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,350
| Closed | -$46K | – | 2446 |
|
|
2017
Q1 | $46K | Buy |
+3,350
| New | +$46K | ﹤0.01% | 1555 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$22K | – | 2187 |
|
|
2014
Q2 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 1631 |
|
|
2014
Q1 | $21K | Sell |
1,500
-2,500
| -63% | -$35K | ﹤0.01% | 1628 |
|
|
2013
Q4 | $53K | Buy |
+4,000
| New | +$53K | ﹤0.01% | 1316 |
|