Journey Strategic Wealth’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 | $130K | Sell |
10,386
-1,127
| -10% | -$14.1K | ﹤0.01% | 643 |
|
|
2025
Q1 | $168K | Hold |
11,513
| – | – | 0.01% | 476 |
|
|
2024
Q4 | $163K | Hold |
11,513
| – | – | 0.01% | 478 |
|
|
2024
Q3 | $156K | Buy |
11,513
+65
| +0.6% | +$879 | 0.01% | 489 |
|
|
2024
Q2 | $152K | Buy |
11,448
+15
| +0.1% | +$200 | 0.01% | 381 |
|
|
2024
Q1 | $143K | Hold |
11,433
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $141K | Hold |
11,433
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $110K | Sell |
11,433
-146
| -1% | -$1.41K | 0.01% | 190 |
|
|
2023
Q2 | $112K | Sell |
11,579
-341
| -3% | -$3.31K | 0.01% | 186 |
|
|
2023
Q1 | $110K | Buy |
11,920
+231
| +2% | +$2.13K | 0.01% | 246 |
|
|
2022
Q4 | $113K | Sell |
11,689
-1,084
| -8% | -$10.5K | 0.01% | 233 |
|
|
2022
Q3 | $108K | Buy |
12,773
+2,135
| +20% | +$18.1K | 0.01% | 172 |
|
|
2022
Q2 | $114K | Sell |
10,638
-2,135
| -17% | -$22.9K | 0.02% | 115 |
|
|
2022
Q1 | $169K | Buy |
12,773
+2,119
| +20% | +$28K | 0.02% | 168 |
|
|
2021
Q4 | $108K | Buy |
+10,654
| New | +$108K | 0.01% | 200 |
|