Meeder Asset Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,653
| Closed | -$53.2K | – | 1017 |
|
2025
Q1 | $53.2K | Buy |
+3,653
| New | +$53.2K | ﹤0.01% | 381 |
|
2022
Q4 | – | Sell |
-1,362
| Closed | -$12K | – | 2041 |
|
2022
Q3 | $12K | Sell |
1,362
-430
| -24% | -$3.79K | ﹤0.01% | 1284 |
|
2022
Q2 | $19K | Sell |
1,792
-223
| -11% | -$2.36K | ﹤0.01% | 1161 |
|
2022
Q1 | $27K | Buy |
+2,015
| New | +$27K | ﹤0.01% | 1174 |
|
2021
Q4 | – | Sell |
-2,162
| Closed | -$21K | – | 2370 |
|
2021
Q3 | $21K | Sell |
2,162
-133
| -6% | -$1.29K | ﹤0.01% | 1410 |
|
2021
Q2 | $19K | Buy |
2,295
+129
| +6% | +$1.07K | ﹤0.01% | 1477 |
|
2021
Q1 | $21K | Sell |
2,166
-210
| -9% | -$2.04K | ﹤0.01% | 1395 |
|
2020
Q4 | $19K | Buy |
2,376
+109
| +5% | +$872 | ﹤0.01% | 812 |
|
2020
Q3 | $14K | Buy |
2,267
+411
| +22% | +$2.54K | ﹤0.01% | 1274 |
|
2020
Q2 | $13K | Buy |
+1,856
| New | +$13K | ﹤0.01% | 1251 |
|
2018
Q1 | – | Sell |
-274
| Closed | -$4K | – | 1766 |
|
2017
Q4 | $4K | Sell |
274
-645
| -70% | -$9.42K | ﹤0.01% | 1387 |
|
2017
Q3 | $12K | Buy |
+919
| New | +$12K | ﹤0.01% | 1039 |
|