Lindbrook Capital’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 | $4.04K | Buy |
277
+48
| +21% | +$699 | ﹤0.01% | 2047 |
|
|
2024
Q4 | $3.25K | Hold |
229
| – | – | ﹤0.01% | 2148 |
|
|
2024
Q3 | $3.1K | Sell |
229
-29
| -11% | -$392 | ﹤0.01% | 2206 |
|
|
2024
Q2 | $3.43K | Buy |
258
+110
| +74% | +$1.46K | ﹤0.01% | 2162 |
|
|
2024
Q1 | $1.86K | Hold |
148
| – | – | ﹤0.01% | 2269 |
|
|
2023
Q4 | $1.82K | Buy |
+148
| New | +$1.82K | ﹤0.01% | 2290 |
|
|
2023
Q1 | – | Sell |
-19
| Closed | -$183 | – | 2947 |
|
|
2022
Q4 | $183 | Buy |
+19
| New | +$183 | ﹤0.01% | 2735 |
|
|
2022
Q3 | – | Sell |
-838
| Closed | -$9K | – | 2958 |
|
|
2022
Q2 | $9K | Buy |
838
+54
| +7% | +$580 | ﹤0.01% | 1320 |
|
|
2022
Q1 | $10K | Buy |
+784
| New | +$10K | ﹤0.01% | 1297 |
|