Federated Hermes’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 | $233K | Buy |
18,662
+1,014
| +6% | +$12.7K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $257K | Buy |
17,648
+1,509
| +9% | +$22K | ﹤0.01% | 1456 |
|
|
2024
Q4 | $229K | Buy |
16,139
+3,233
| +25% | +$45.8K | ﹤0.01% | 1462 |
|
|
2024
Q3 | $175K | Buy |
12,906
+2,066
| +19% | +$28K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $144K | Sell |
10,840
-764
| -7% | -$10.2K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $146K | Sell |
11,604
-244
| -2% | -$3.06K | ﹤0.01% | 1541 |
|
|
2023
Q4 | $146K | Buy |
11,848
+1,650
| +16% | +$20.3K | ﹤0.01% | 1552 |
|
|
2023
Q3 | $98.2K | Buy |
10,198
+5,051
| +98% | +$48.6K | ﹤0.01% | 1607 |
|
|
2023
Q2 | $49.9K | Sell |
5,147
-75,166
| -94% | -$729K | ﹤0.01% | 1668 |
|
|
2023
Q1 | $739K | Buy |
80,313
+16,184
| +25% | +$149K | ﹤0.01% | 1279 |
|
|
2022
Q4 | $618K | Sell |
64,129
-143
| -0.2% | -$1.38K | ﹤0.01% | 1292 |
|
|
2022
Q3 | $544K | Buy |
64,272
+25,756
| +67% | +$218K | ﹤0.01% | 1313 |
|
|
2022
Q2 | $414K | Buy |
38,516
+35,709
| +1,272% | +$384K | ﹤0.01% | 1405 |
|
|
2022
Q1 | $37K | Buy |
+2,807
| New | +$37K | ﹤0.01% | 1775 |
|
|
2021
Q2 | – | Sell |
-69,093
| Closed | -$670K | – | 2348 |
|
|
2021
Q1 | $670K | Hold |
69,093
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q4 | $551K | Hold |
69,093
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q3 | $415K | Sell |
69,093
-12,924
| -16% | -$77.6K | ﹤0.01% | 1515 |
|
|
2020
Q2 | $596K | Buy |
82,017
+34,036
| +71% | +$247K | ﹤0.01% | 1431 |
|
|
2020
Q1 | $297K | Buy |
47,981
+134
| +0.3% | +$829 | ﹤0.01% | 1505 |
|
|
2019
Q4 | $652K | Buy |
+47,847
| New | +$652K | ﹤0.01% | 1391 |
|