Nisa Investment Advisors’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 | $418K | Sell |
33,521
-2,931
| -8% | -$36.6K | ﹤0.01% | 1041 |
|
|
2025
Q1 | $531K | Sell |
36,452
-3,174
| -8% | -$46.2K | ﹤0.01% | 981 |
|
|
2024
Q4 | $562K | Sell |
39,626
-1,508
| -4% | -$21.4K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $557K | Sell |
41,134
-2,573
| -6% | -$34.8K | ﹤0.01% | 1015 |
|
|
2024
Q2 | $582K | Buy |
43,707
+3,730
| +9% | +$49.6K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $502K | Buy |
39,977
+81
| +0.2% | +$1.02K | ﹤0.01% | 1078 |
|
|
2023
Q4 | $490K | Sell |
39,896
-3,348
| -8% | -$41.1K | ﹤0.01% | 1064 |
|
|
2023
Q3 | $416K | Buy |
43,244
+494
| +1% | +$4.76K | ﹤0.01% | 1115 |
|
|
2023
Q2 | $415K | Buy |
42,750
+750
| +2% | +$7.28K | ﹤0.01% | 1128 |
|
|
2023
Q1 | $386K | Sell |
42,000
-1,168
| -3% | -$10.7K | ﹤0.01% | 1136 |
|
|
2022
Q4 | $416K | Hold |
43,168
| – | – | ﹤0.01% | 1172 |
|
|
2022
Q3 | $370K | Buy |
43,168
+2,300
| +6% | +$19.7K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $439K | Sell |
40,868
-2,882
| -7% | -$31K | ﹤0.01% | 1106 |
|
|
2022
Q1 | $580K | Buy |
43,750
+3,000
| +7% | +$39.8K | ﹤0.01% | 1032 |
|
|
2021
Q4 | $416K | Hold |
40,750
| – | – | ﹤0.01% | 1070 |
|
|
2021
Q3 | $399 | Sell |
40,750
-1,654
| -4% | -$16 | ﹤0.01% | 1186 |
|
|
2021
Q2 | $350 | Sell |
42,404
-2,650
| -6% | -$22 | ﹤0.01% | 1237 |
|
|
2021
Q1 | $437 | Sell |
45,054
-14,400
| -24% | -$140 | ﹤0.01% | 1206 |
|
|
2020
Q4 | $474K | Sell |
59,454
-13,680
| -19% | -$109K | ﹤0.01% | 1174 |
|
|
2020
Q3 | $439K | Buy |
73,134
+6,109
| +9% | +$36.7K | ﹤0.01% | 1081 |
|
|
2020
Q2 | $487K | Buy |
67,025
+20,006
| +43% | +$145K | ﹤0.01% | 1029 |
|
|
2020
Q1 | $292K | Buy |
47,019
+12,125
| +35% | +$75.3K | ﹤0.01% | 1088 |
|
|
2019
Q4 | $475K | Buy |
34,894
+12,272
| +54% | +$167K | ﹤0.01% | 1112 |
|
|
2019
Q3 | $311K | Buy |
22,622
+674
| +3% | +$9.27K | ﹤0.01% | 1224 |
|
|
2019
Q2 | $279K | Sell |
21,948
-40,467
| -65% | -$514K | ﹤0.01% | 1252 |
|
|
2019
Q1 | $750K | Buy |
62,415
+22,760
| +57% | +$273K | 0.01% | 935 |
|
|
2018
Q4 | $486K | Buy |
39,655
+21,100
| +114% | +$259K | 0.01% | 1005 |
|
|
2018
Q3 | $258K | Buy |
18,555
+11,000
| +146% | +$153K | ﹤0.01% | 1254 |
|
|
2018
Q2 | $94K | Sell |
7,555
-25,000
| -77% | -$311K | ﹤0.01% | 1374 |
|
|
2018
Q1 | $400K | Sell |
32,555
-275
| -0.8% | -$3.38K | ﹤0.01% | 1084 |
|
|
2017
Q4 | $473K | Hold |
32,830
| – | – | ﹤0.01% | 1061 |
|
|
2017
Q3 | $428K | Buy |
32,830
+31,500
| +2,368% | +$411K | ﹤0.01% | 1074 |
|
|
2017
Q2 | $16K | Hold |
1,330
| – | – | ﹤0.01% | 1558 |
|
|
2017
Q1 | $18K | Sell |
1,330
-1,170
| -47% | -$15.8K | ﹤0.01% | 1531 |
|
|
2016
Q4 | $36K | Hold |
2,500
| – | – | ﹤0.01% | 1483 |
|
|
2016
Q3 | $35K | Hold |
2,500
| – | – | ﹤0.01% | 1469 |
|
|
2016
Q2 | $38K | Hold |
2,500
| – | – | ﹤0.01% | 1429 |
|
|
2016
Q1 | $31K | Buy |
+2,500
| New | +$31K | ﹤0.01% | 1468 |
|
|
2014
Q4 | – | Sell |
-10,000
| Closed | -$139K | – | 1312 |
|
|
2014
Q3 | $139K | Buy |
+10,000
| New | +$139K | ﹤0.01% | 1283 |
|