EverSource Wealth Advisors’s Whitestone REIT WSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8K | Buy |
1,426
+1,124
| +372% | +$14K | ﹤0.01% | 2380 |
|
|
2025
Q1 | $4.4K | Hold |
302
| – | – | ﹤0.01% | 2559 |
|
|
2024
Q4 | $4.28K | Hold |
302
| – | – | ﹤0.01% | 2421 |
|
|
2024
Q3 | $4.09K | Hold |
302
| – | – | ﹤0.01% | 2302 |
|
|
2024
Q2 | $4.17K | Hold |
302
| – | – | ﹤0.01% | 2283 |
|
|
2024
Q1 | $3.47K | Hold |
302
| – | – | ﹤0.01% | 2202 |
|
|
2023
Q4 | $3.71K | Hold |
302
| – | – | ﹤0.01% | 1976 |
|
|
2023
Q3 | $2.91K | Hold |
302
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q2 | $2.93K | Hold |
302
| – | – | ﹤0.01% | 1927 |
|
|
2023
Q1 | $2.78K | Hold |
302
| – | – | ﹤0.01% | 1836 |
|
|
2022
Q4 | $2.91K | Hold |
302
| – | – | ﹤0.01% | 1796 |
|
|
2022
Q3 | $3K | Hold |
302
| – | – | ﹤0.01% | 1599 |
|
|
2022
Q2 | $3K | Hold |
302
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q1 | $4K | Hold |
302
| – | – | ﹤0.01% | 1371 |
|
|
2021
Q4 | $3K | Buy |
+302
| New | +$3K | ﹤0.01% | 1469 |
|