LPL Financial’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $484K | Buy |
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|
2025
Q2 | $426K | Buy |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $347K | Sell |
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|
2021
Q2 | $298K | Sell |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $360K | Buy |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $687K | Sell |
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|
2019
Q3 | $845K | Buy |
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|
2019
Q2 | $575K | Sell |
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|
2019
Q1 | $562K | Sell |
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|
2018
Q4 | $620K | Buy |
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|
2018
Q3 | $697K | Sell |
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|
2018
Q2 | $641K | Buy |
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|
2018
Q1 | $491K | Buy |
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|
2017
Q4 | $664K | Hold |
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|
2017
Q3 | $602K | Buy |
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|
2017
Q2 | $561K | Buy |
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|
2017
Q1 | $519K | Sell |
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|
2016
Q4 | $650K | Buy |
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|
2016
Q3 | $585K | Buy |
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|
2016
Q2 | $533K | Sell |
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|
2016
Q1 | $1M | Buy |
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|
2015
Q4 | $885K | Buy |
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|
2015
Q3 | $438K | Buy |
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|
2015
Q2 | $257K | Buy |
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|
2015
Q1 | $234K | Sell |
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|
2014
Q4 | $240K | Buy |
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|
2014
Q3 | $197K | Buy |
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