Dakota Wealth Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-64,819
| Closed | -$863K | – | 761 |
|
|
2024
Q2 | $863K | Sell |
64,819
-3,200
| -5% | -$42.6K | 0.02% | 392 |
|
|
2024
Q1 | $854K | Sell |
68,019
-220
| -0.3% | -$2.76K | 0.02% | 392 |
|
|
2023
Q4 | $839K | Hold |
68,239
| – | – | 0.03% | 337 |
|
|
2023
Q3 | $657K | Hold |
68,239
| – | – | 0.03% | 349 |
|
|
2023
Q2 | $662K | Sell |
68,239
-1,450
| -2% | -$14.1K | 0.03% | 330 |
|
|
2023
Q1 | $641K | Sell |
69,689
-3,141
| -4% | -$28.9K | 0.04% | 310 |
|
|
2022
Q4 | $702K | Sell |
72,830
-1,850
| -2% | -$17.8K | 0.05% | 279 |
|
|
2022
Q3 | $632K | Buy |
+74,680
| New | +$632K | 0.05% | 294 |
|