Oliver Luxxe Assets’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-59,629
| Closed | -$549K | – | 187 |
|
|
2023
Q1 | $549K | Buy |
59,629
+4,788
| +9% | +$44.1K | 0.14% | 131 |
|
|
2022
Q4 | $529K | Buy |
54,841
+5,115
| +10% | +$49.3K | 0.15% | 130 |
|
|
2022
Q3 | $421K | Buy |
49,726
+1,727
| +4% | +$14.6K | 0.13% | 136 |
|
|
2022
Q2 | $516K | Buy |
47,999
+282
| +0.6% | +$3.03K | 0.15% | 123 |
|
|
2022
Q1 | $632K | Buy |
47,717
+14,138
| +42% | +$187K | 0.16% | 122 |
|
|
2021
Q4 | $340K | Buy |
33,579
+1,457
| +5% | +$14.8K | 0.09% | 162 |
|
|
2021
Q3 | $314K | Buy |
+32,122
| New | +$314K | 0.09% | 162 |
|