Golden State Wealth Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,722
| Closed | -$10K | – | 426 |
|
|
2020
Q3 | $10K | Buy |
+1,722
| New | +$10K | ﹤0.01% | 403 |
|
|
2020
Q2 | – | Sell |
-1,425
| Closed | -$9K | – | 913 |
|
|
2020
Q1 | $9K | Buy |
+1,425
| New | +$9K | ﹤0.01% | 647 |
|
|
2019
Q4 | – | Sell |
-1,425
| Closed | -$20K | – | 955 |
|
|
2019
Q3 | $20K | Buy |
1,425
+1
| +0.1% | +$14 | 0.01% | 617 |
|
|
2019
Q2 | $18K | Sell |
1,424
-1
| -0.1% | -$13 | 0.01% | 636 |
|
|
2019
Q1 | $17K | Buy |
+1,425
| New | +$17K | 0.01% | 668 |
|