IFP Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $198 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4K | Sell |
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|
2022
Q3 | $23K | Buy |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $19K | Buy |
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|
2019
Q1 | $18K | Hold |
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|
2018
Q4 | $19K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $11K | Sell |
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|
2016
Q3 | $24K | Sell |
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|
2016
Q2 | $30K | Buy |
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|
2016
Q1 | $18K | Sell |
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|
2015
Q4 | $27K | Buy |
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