Ladenburg Thalmann Financial Services’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $95K | Buy |
6,957
+111
| +2% | +$1.52K | ﹤0.01% | 3053 |
|
|
2019
Q3 | $94K | Sell |
6,846
-127
| -2% | -$1.74K | ﹤0.01% | 2980 |
|
|
2019
Q2 | $88K | Buy |
6,973
+1,779
| +34% | +$22.5K | ﹤0.01% | 3061 |
|
|
2019
Q1 | $62K | Buy |
5,194
+1,426
| +38% | +$17K | ﹤0.01% | 3261 |
|
|
2018
Q4 | $47K | Buy |
3,768
+814
| +28% | +$10.2K | ﹤0.01% | 3304 |
|
|
2018
Q3 | $41K | Buy |
2,954
+1,808
| +158% | +$25.1K | ﹤0.01% | 3453 |
|
|
2018
Q2 | $12K | Hold |
1,146
| – | – | ﹤0.01% | 4152 |
|
|
2018
Q1 | $12K | Hold |
1,146
| – | – | ﹤0.01% | 4152 |
|
|
2017
Q4 | $16K | Hold |
1,146
| – | – | ﹤0.01% | 3931 |
|
|
2017
Q3 | $15K | Sell |
1,146
-20,350
| -95% | -$266K | ﹤0.01% | 3857 |
|
|
2017
Q2 | $264K | Buy |
21,496
+20,350
| +1,776% | +$250K | ﹤0.01% | 1812 |
|
|
2017
Q1 | $16K | Hold |
1,146
| – | – | ﹤0.01% | 3701 |
|
|
2016
Q4 | $16K | Buy |
1,146
+700
| +157% | +$9.77K | ﹤0.01% | 3625 |
|
|
2016
Q3 | $6K | Hold |
446
| – | – | ﹤0.01% | 4093 |
|
|
2016
Q2 | $7K | Hold |
446
| – | – | ﹤0.01% | 3981 |
|
|
2016
Q1 | $6K | Hold |
446
| – | – | ﹤0.01% | 4005 |
|
|
2015
Q4 | $5K | Hold |
446
| – | – | ﹤0.01% | 4059 |
|
|
2015
Q3 | $5K | Hold |
446
| – | – | ﹤0.01% | 3955 |
|
|
2015
Q2 | $6K | Hold |
446
| – | – | ﹤0.01% | 3988 |
|
|
2015
Q1 | $7K | Hold |
446
| – | – | ﹤0.01% | 3841 |
|
|
2014
Q4 | $7K | Hold |
446
| – | – | ﹤0.01% | 3594 |
|
|
2014
Q3 | $6K | Hold |
446
| – | – | ﹤0.01% | 3346 |
|
|
2014
Q2 | $7K | Hold |
446
| – | – | ﹤0.01% | 3262 |
|
|
2014
Q1 | $6K | Buy |
+446
| New | +$6K | ﹤0.01% | 3209 |
|
|
2013
Q4 | – | Sell |
-1,746
| Closed | -$26K | – | 3861 |
|
|
2013
Q3 | $26K | Hold |
1,746
| – | – | ﹤0.01% | 2278 |
|
|
2013
Q2 | $28K | Buy |
+1,746
| New | +$28K | ﹤0.01% | 2133 |
|