Foster & Motley’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,189
| Closed | -$136K | – | 392 |
|
|
2024
Q2 | $136K | Sell |
10,189
-5,597
| -35% | -$74.7K | 0.01% | 380 |
|
|
2024
Q1 | $198K | Sell |
15,786
-17,360
| -52% | -$218K | 0.01% | 386 |
|
|
2023
Q4 | $407K | Sell |
33,146
-28,713
| -46% | -$353K | 0.03% | 285 |
|
|
2023
Q3 | $596K | Sell |
61,859
-97,870
| -61% | -$943K | 0.05% | 247 |
|
|
2023
Q2 | $1.55M | Sell |
159,729
-16,845
| -10% | -$163K | 0.12% | 177 |
|
|
2023
Q1 | $1.62M | Buy |
176,574
+69,447
| +65% | +$639K | 0.13% | 169 |
|
|
2022
Q4 | $1.03M | Buy |
+107,127
| New | +$1.03M | 0.09% | 216 |
|