Everence Capital Management’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-22,660
Closed -$218 793
2022
Q4
$218 Sell
22,660
-36,150
-61% -$348 0.02% 667
2022
Q3
$498K Hold
58,810
0.05% 348
2022
Q2
$632K Buy
58,810
+47,170
+405% +$507K 0.06% 270
2022
Q1
$154K Buy
+11,640
New +$154K 0.01% 717