Hillsdale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-303,100
| Closed | -$4.42M | – | 726 |
|
|
2025
Q1 | $4.42M | Buy |
303,100
+9,900
| +3% | +$144K | 0.22% | 83 |
|
|
2024
Q4 | $4.15M | Buy |
+293,200
| New | +$4.15M | 0.21% | 117 |
|
|
2023
Q4 | – | Sell |
-374,300
| Closed | -$3.6M | – | 657 |
|
|
2023
Q3 | $3.6M | Sell |
374,300
-42,100
| -10% | -$405K | 0.33% | 118 |
|
|
2023
Q2 | $4.04M | Buy |
416,400
+700
| +0.2% | +$6.79K | 0.37% | 106 |
|
|
2023
Q1 | $3.82M | Buy |
+415,700
| New | +$3.82M | 0.33% | 120 |
|
|
2022
Q3 | – | Sell |
-900
| Closed | -$10K | – | 621 |
|
|
2022
Q2 | $10K | Buy |
+900
| New | +$10K | ﹤0.01% | 503 |
|
|
2019
Q1 | – | Sell |
-35,800
| Closed | -$439K | – | 694 |
|
|
2018
Q4 | $439K | Buy |
+35,800
| New | +$439K | 0.05% | 285 |
|
|
2016
Q3 | – | Sell |
-8,400
| Closed | -$127K | – | 563 |
|
|
2016
Q2 | $127K | Buy |
+8,400
| New | +$127K | 0.04% | 304 |
|