LGT Financial Advisors’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-809
Closed -$11.5K 732
2024
Q4
$11.5K Hold
809
0.03% 413
2024
Q3
$10.9K Hold
809
0.03% 404
2024
Q2
$10.8K Hold
809
0.02% 458
2024
Q1
$10.2K Buy
+809
New +$10.2K 0.01% 493