Financial Gravity Asset Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$58 | – | 2096 |
|
|
2023
Q4 | $58 | Buy |
+5
| New | +$58 | ﹤0.01% | 1316 |
|
|
2022
Q3 | – | Sell |
-220
| Closed | -$2.53K | – | 878 |
|
|
2022
Q2 | $2.53K | Buy |
+220
| New | +$2.53K | 0.08% | 252 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$10K | – | 1020 |
|
|
2021
Q3 | $10K | Buy |
+6
| New | +$10K | ﹤0.01% | 890 |
|