Independent Order of Foresters’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-20,000
| Closed | -$245K | – | 111 |
|
|
2017
Q2 | $245K | Buy |
+20,000
| New | +$245K | 0.2% | 79 |
|
|
2014
Q4 | – | Sell |
-5,282
| Closed | -$74K | – | 125 |
|
|
2014
Q3 | $74K | Sell |
5,282
-6,800
| -56% | -$95.3K | 0.07% | 106 |
|
|
2014
Q2 | $180K | Hold |
12,082
| – | – | 0.16% | 88 |
|
|
2014
Q1 | $174K | Hold |
12,082
| – | – | 0.16% | 85 |
|
|
2013
Q4 | $161K | Buy |
+12,082
| New | +$161K | 0.16% | 85 |
|