Foresters Investment Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,400
| Closed | -$19K | – | 364 |
|
|
2018
Q3 | $19K | Sell |
1,400
-9,400
| -87% | -$128K | ﹤0.01% | 358 |
|
|
2018
Q2 | $135K | Hold |
10,800
| – | – | ﹤0.01% | 331 |
|
|
2018
Q1 | $112K | Hold |
10,800
| – | – | ﹤0.01% | 373 |
|
|
2017
Q4 | $156K | Hold |
10,800
| – | – | ﹤0.01% | 525 |
|
|
2017
Q3 | $141K | Sell |
10,800
-20,239
| -65% | -$264K | ﹤0.01% | 513 |
|
|
2017
Q2 | $380K | Buy |
31,039
+27,999
| +921% | +$343K | 0.01% | 401 |
|
|
2017
Q1 | $42K | Hold |
3,040
| – | – | ﹤0.01% | 398 |
|
|
2016
Q4 | $42K | Hold |
3,040
| – | – | ﹤0.01% | 380 |
|
|
2016
Q3 | $42K | Hold |
3,040
| – | – | ﹤0.01% | 368 |
|
|
2016
Q2 | $46K | Buy |
+3,040
| New | +$46K | ﹤0.01% | 366 |
|