Glassman Wealth Services’s Whitestone REIT WSR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-58	Closed	-$713	–	1845
2023 Q4	$713	Hold	58	–	–	﹤0.01%	1630
2023 Q3	$559	Hold	58	–	–	﹤0.01%	1709
2023 Q2	$563	Hold	58	–	–	﹤0.01%	1618
2023 Q1	$534	Hold	58	–	–	﹤0.01%	1605
2022 Q4	$559	Sell	58 -30	-34%	-$276	﹤0.01%	1600
2022 Q3	$1K	Hold	88	–	–	﹤0.01%	1569
2022 Q2	$1K	Hold	88	–	–	﹤0.01%	1574
2022 Q1	$1K	Hold	88	–	–	﹤0.01%	1556
2021 Q4	$1K	Hold	88	–	–	﹤0.01%	1543
2021 Q3	$1K	Hold	88	–	–	﹤0.01%	1501
2021 Q2	$1K	Buy	88 +61	+226%	+$548	﹤0.01%	1400
2021 Q1	$0	Buy	+27	New	+$242	﹤0.01%	1661
2020 Q4	–	Sell	-2,250	Closed	-$14K	–	1542
2020 Q3	$14K	Buy	+2,250	New	+$14.6K	﹤0.01%	540
2020 Q1	–	Sell	-15	Closed	–	–	1618
2019 Q4	$0	Buy	+15	New	+$206	﹤0.01%	1518