Farther Finance Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84K | Sell |
227
-140
| -38% | -$1.75K | ﹤0.01% | 3569 |
|
|
2025
Q1 | $5.36K | Sell |
367
-175
| -32% | -$2.56K | ﹤0.01% | 3023 |
|
|
2024
Q4 | $7.68K | Buy |
542
+92
| +20% | +$1.3K | ﹤0.01% | 2480 |
|
|
2024
Q3 | $6.09K | Buy |
450
+29
| +7% | +$392 | ﹤0.01% | 2563 |
|
|
2024
Q2 | $5.54K | Buy |
421
+273
| +184% | +$3.59K | ﹤0.01% | 2355 |
|
|
2024
Q1 | $1.81K | Hold |
148
| – | – | ﹤0.01% | 2526 |
|
|
2023
Q4 | $1.82K | Buy |
148
+63
| +74% | +$774 | ﹤0.01% | 2473 |
|
|
2023
Q3 | $819 | Hold |
85
| – | – | ﹤0.01% | 2130 |
|
|
2023
Q2 | $825 | Hold |
85
| – | – | ﹤0.01% | 2030 |
|
|
2023
Q1 | $782 | Hold |
85
| – | – | ﹤0.01% | 1897 |
|
|
2022
Q4 | $819 | Buy |
+85
| New | +$819 | ﹤0.01% | 1706 |
|