HL Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $535K | Buy |
44,489
+2,142
| +5% | +$28.3K | 0.01% | 500 |
|
|
2018
Q4 | $519K | Buy |
42,347
+16,669
| +65% | +$226K | 0.01% | 486 |
|
|
2018
Q3 | $356K | Buy |
25,678
+1,573
| +7% | +$20.7K | 0.01% | 606 |
|
|
2018
Q2 | $301K | Buy |
24,105
+2,802
| +13% | +$32.3K | 0.01% | 579 |
|
|
2018
Q1 | $221K | Sell |
21,303
-7,386
| -26% | -$90.1K | ﹤0.01% | 651 |
|
|
2017
Q4 | $413K | Buy |
28,689
+312
| +1% | +$4.41K | 0.01% | 466 |
|
|
2017
Q3 | $370K | Sell |
28,377
-1,302
| -4% | -$16.7K | 0.01% | 544 |
|
|
2017
Q2 | $364K | Buy |
29,679
+987
| +3% | +$12.3K | 0.01% | 538 |
|
|
2017
Q1 | $397K | Buy |
28,692
+935
| +3% | +$12.9K | 0.01% | 506 |
|
|
2016
Q4 | $399K | Buy |
27,757
+3,999
| +17% | +$53.8K | 0.01% | 504 |
|
|
2016
Q3 | $330K | Buy |
23,758
+1,801
| +8% | +$26.9K | 0.01% | 514 |
|
|
2016
Q2 | $331K | Buy |
21,957
+2,530
| +13% | +$34.6K | 0.01% | 516 |
|
|
2016
Q1 | $244K | Buy |
19,427
+3,855
| +25% | +$43.3K | 0.01% | 569 |
|
|
2015
Q4 | $187K | Sell |
15,572
-12,188
| -44% | -$147K | ﹤0.01% | 622 |
|
|
2015
Q3 | $320K | Buy |
27,760
+5,193
| +23% | +$64K | 0.01% | 513 |
|
|
2015
Q2 | $294K | Buy |
22,567
+5,594
| +33% | +$81.5K | 0.01% | 570 |
|
|
2015
Q1 | $270K | Sell |
16,973
-1,214
| -7% | -$19.1K | 0.01% | 591 |
|
|
2014
Q4 | $275K | Buy |
18,187
+605
| +3% | +$8.9K | 0.01% | 573 |
|
|
2014
Q3 | $245K | Buy |
17,582
+150
| +0.9% | +$2.24K | 0.01% | 604 |
|
|
2014
Q2 | $260K | Buy |
17,432
+2,800
| +19% | +$39.9K | 0.01% | 600 |
|
|
2014
Q1 | $211K | Sell |
14,632
-1,102
| -7% | -$15.4K | 0.01% | 616 |
|
|
2013
Q4 | $210K | Sell |
15,734
-3,192
| -17% | -$43.1K | 0.01% | 590 |
|
|
2013
Q3 | $279K | Buy |
18,926
+3,052
| +19% | +$47.1K | 0.01% | 483 |
|
|
2013
Q2 | $250K | Buy |
+15,874
| New | +$259K | 0.01% | 470 |
|
Other funds holding WSR
