Independent Advisor Alliance’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,097
| Closed | -$121K | – | 471 |
|
|
2019
Q1 | $121K | Buy |
10,097
+92
| +0.9% | +$1.1K | 0.02% | 416 |
|
|
2018
Q4 | $123K | Buy |
+10,005
| New | +$123K | 0.02% | 377 |
|
|
2018
Q3 | – | Sell |
-14,818
| Closed | -$185K | – | 398 |
|
|
2018
Q2 | $185K | Buy |
14,818
+4,402
| +42% | +$55K | 0.04% | 319 |
|
|
2018
Q1 | $106K | Buy |
10,416
+166
| +2% | +$1.69K | 0.02% | 326 |
|
|
2017
Q4 | $146K | Buy |
+10,250
| New | +$146K | 0.03% | 307 |
|