HighTower Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
19,040
+577
| +3% | +$7.2K | ﹤0.01% | 3117 |
|
|
2025
Q1 | $269K | Buy |
+18,463
| New | +$269K | ﹤0.01% | 2937 |
|
|
2022
Q3 | – | Sell |
-13,874
| Closed | -$151K | – | 3087 |
|
|
2022
Q2 | $151K | Sell |
13,874
-14,423
| -51% | -$157K | ﹤0.01% | 2671 |
|
|
2022
Q1 | $377K | Buy |
28,297
+6,784
| +32% | +$90.4K | ﹤0.01% | 2336 |
|
|
2021
Q4 | $218K | Sell |
21,513
-30,752
| -59% | -$312K | ﹤0.01% | 2679 |
|
|
2021
Q3 | $512K | Buy |
+52,265
| New | +$512K | ﹤0.01% | 2037 |
|