NW
WSR

Naviter Wealth’s Whitestone REIT WSR Stock Holding History

Naviter Wealth’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$143K Hold
11,462
– – 0.02% 266
2025
Q1 		$167K Hold
11,462
– – 0.02% 257
2024
Q4 		$162K Sell
11,462
-2,099
-15% -$29.7K 0.02% 265
2024
Q3 		$183K Buy
+13,561
New +$183K 0.03% 230