EWM
WSR

Empirical Wealth Management’s Whitestone REIT WSR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
112,746
+1,217
+1% +$15.2K 0.03% 268
2025
Q1
$1.62M Buy
111,529
+4,744
+4% +$69.1K 0.04% 237
2024
Q4
$1.51M Buy
+106,785
New +$1.51M 0.04% 228