New York Life Investment Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37,538
| Closed | -$461K | – | 1542 |
|
|
2023
Q4 | $461K | Sell |
37,538
-1,162
| -3% | -$14.3K | ﹤0.01% | 884 |
|
|
2023
Q3 | $373K | Sell |
38,700
-6,097
| -14% | -$58.7K | ﹤0.01% | 953 |
|
|
2023
Q2 | $435K | Sell |
44,797
-7,404
| -14% | -$71.8K | ﹤0.01% | 873 |
|
|
2023
Q1 | $480K | Buy |
+52,201
| New | +$480K | 0.01% | 889 |
|
|
2022
Q3 | – | Sell |
-13,637
| Closed | -$147K | – | 1266 |
|
|
2022
Q2 | $147K | Buy |
+13,637
| New | +$147K | ﹤0.01% | 1240 |
|