KAS
WSR

Kestra Advisory Services’s Whitestone REIT WSR Stock Holding History

Kestra Advisory Services’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Buy
92,910
+2,000
+2% +$25K 0.01% 1384
2025
Q1 		$1.32M Hold
90,910
– – 0.01% 1214
2024
Q4 		$1.29M Buy
+90,910
New +$1.29M 0.01% 1251
2024
Q3 		– Sell
-88,870
Closed -$1.18M – 2741
2024
Q2 		$1.18M Buy
+88,870
New +$1.18M 0.01% 1221