Lido Advisors
WSR

Lido Advisors’s Whitestone REIT WSR Stock Holding History

Lido Advisors’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36,281
Closed -$350K – 1063
2022
Q4 		$350K Buy
36,281
+3,605
+11% +$34.8K ﹤0.01% 672
2022
Q3 		$276K Buy
+32,676
New +$276K ﹤0.01% 690