IFP 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 | $6.42K | Buy |
+514
| New | +$6.42K | ﹤0.01% | 3192 |
|
|
2025
Q1 | – | Sell |
-14
| Closed | -$198 | – | 4726 |
|
|
2024
Q4 | $198 | Buy |
+14
| New | +$198 | ﹤0.01% | 3757 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$4K | – | 4454 |
|
|
2022
Q4 | $4K | Sell |
300
-450
| -60% | -$6K | ﹤0.01% | 3949 |
|
|
2022
Q3 | $23K | Buy |
750
+300
| +67% | +$9.2K | ﹤0.01% | 2975 |
|
|
2022
Q2 | $19K | Hold |
450
| – | – | ﹤0.01% | 2908 |
|
|
2022
Q1 | $19K | Buy |
+450
| New | +$19K | ﹤0.01% | 2908 |
|
|
2019
Q1 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 1396 |
|
|
2018
Q4 | $19K | Buy |
+1,500
| New | +$19K | ﹤0.01% | 2149 |
|
|
2017
Q2 | – | Sell |
-740
| Closed | -$10K | – | 4193 |
|
|
2017
Q1 | $10K | Hold |
740
| – | – | ﹤0.01% | 2901 |
|
|
2016
Q4 | $11K | Sell |
740
-1,000
| -57% | -$14.9K | ﹤0.01% | 2837 |
|
|
2016
Q3 | $24K | Sell |
1,740
-250
| -13% | -$3.45K | ﹤0.01% | 2289 |
|
|
2016
Q2 | $30K | Buy |
1,990
+490
| +33% | +$7.39K | ﹤0.01% | 2077 |
|
|
2016
Q1 | $18K | Sell |
1,500
-753
| -33% | -$9.04K | ﹤0.01% | 1396 |
|
|
2015
Q4 | $27K | Buy |
+2,253
| New | +$27K | ﹤0.01% | 1984 |
|