Loveless Wealth Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $721K | Sell |
67,080
-1,850
| -3% | -$19.9K | 0.47% | 68 |
|
|
2022
Q1 | $913K | Sell |
68,930
-35
| -0.1% | -$464 | 0.52% | 64 |
|
|
2021
Q4 | $699K | Sell |
68,965
-400
| -0.6% | -$4.05K | 0.38% | 80 |
|
|
2021
Q3 | $678K | Sell |
69,365
-1,000
| -1% | -$9.77K | 0.41% | 78 |
|
|
2021
Q2 | $581K | Sell |
70,365
-925
| -1% | -$7.64K | 0.35% | 83 |
|
|
2021
Q1 | $692K | Sell |
71,290
-960
| -1% | -$9.32K | 0.46% | 68 |
|
|
2020
Q4 | $576K | Sell |
72,250
-2,560
| -3% | -$20.4K | 0.42% | 72 |
|
|
2020
Q3 | $449K | Sell |
74,810
-2,047
| -3% | -$12.3K | 0.38% | 76 |
|
|
2020
Q2 | $559K | Sell |
76,857
-397
| -0.5% | -$2.89K | 0.52% | 64 |
|
|
2020
Q1 | $479K | Buy |
77,254
+3,355
| +5% | +$20.8K | 0.56% | 60 |
|
|
2019
Q4 | $983K | Buy |
+73,899
| New | +$983K | 0.85% | 45 |
|