Journey Strategic Wealth’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
Q4 | – | Sell |
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|
2025
Q3 | $124K | Sell |
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|
2025
Q2 | $130K | Sell |
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|
2025
Q1 | $168K | Hold |
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|
2024
Q4 | $163K | Hold |
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|
2024
Q3 | $156K | Buy |
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|
2024
Q2 | $152K | Buy |
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|
2024
Q1 | $143K | Hold |
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|
2023
Q4 | $141K | Hold |
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|
2023
Q3 | $110K | Sell |
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|
2023
Q2 | $112K | Sell |
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|
2023
Q1 | $110K | Buy |
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|
2022
Q4 | $113K | Sell |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $169K | Buy |
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|
2021
Q4 | $108K | Buy |
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