Loveless Wealth Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $721K | Sell |
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|
2022
Q1 | $913K | Sell |
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|
2021
Q4 | $699K | Sell |
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|
2021
Q3 | $678K | Sell |
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|
2021
Q2 | $581K | Sell |
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|
2021
Q1 | $692K | Sell |
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|
2020
Q4 | $576K | Sell |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $559K | Sell |
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|
2020
Q1 | $479K | Buy |
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|
2019
Q4 | $983K | Buy |
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