Osaic Holdings’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9K | Sell |
1,047
-2,180
| -68% | -$32.8K | ﹤0.01% | 5959 |
|
|
2025
Q4 | $44.8K | Sell |
3,227
-624
| -16% | -$8.04K | ﹤0.01% | 5305 |
|
|
2025
Q3 | $47.7K | Buy |
3,851
+830
| +27% | +$10.5K | ﹤0.01% | 5335 |
|
|
2025
Q2 | $37.7K | Buy |
3,021
+766
| +34% | +$9.75K | ﹤0.01% | 5246 |
|
|
2025
Q1 | $32.9K | Buy |
2,255
+1,428
| +173% | +$19.7K | ﹤0.01% | 5011 |
|
|
2024
Q4 | $11.7K | Sell |
827
-655
| -44% | -$9.35K | ﹤0.01% | 5681 |
|
|
2024
Q3 | $20K | Sell |
1,482
-12,923
| -90% | -$173K | ﹤0.01% | 5384 |
|
|
2024
Q2 | $192K | Sell |
14,405
-6,975
| -33% | -$85.7K | ﹤0.01% | 3594 |
|
|
2024
Q1 | $268K | Sell |
21,380
-6,285
| -23% | -$77.7K | ﹤0.01% | 3434 |
|
|
2023
Q4 | $340K | Buy |
27,665
+21,633
| +359% | +$232K | ﹤0.01% | 3491 |
|
|
2023
Q3 | $58.1K | Buy |
6,032
+2,667
| +79% | +$26.6K | ﹤0.01% | 4888 |
|
|
2023
Q2 | $32.6K | Hold |
3,365
| – | – | ﹤0.01% | 5234 |
|
|
2023
Q1 | $30.8K | Sell |
3,365
-1,750
| -34% | -$16.9K | ﹤0.01% | 5302 |
|
|
2022
Q4 | $48.5K | Buy |
5,115
+1,368
| +37% | +$12.6K | ﹤0.01% | 4958 |
|
|
2022
Q3 | $31K | Sell |
3,747
-366
| -9% | -$3.76K | ﹤0.01% | 5284 |
|
|
2022
Q2 | $44K | Sell |
4,113
-5,039
| -55% | -$60.6K | ﹤0.01% | 5060 |
|
|
2022
Q1 | $66K | Buy |
9,152
+5,525
| +152% | +$63.4K | ﹤0.01% | 4897 |
|
|
2021
Q4 | $36K | Buy |
3,627
+570
| +19% | +$5.55K | ﹤0.01% | 5394 |
|
|
2021
Q3 | $30K | Buy |
3,057
+892
| +41% | +$8.17K | ﹤0.01% | 5492 |
|
|
2021
Q2 | $18K | Hold |
2,165
| – | – | ﹤0.01% | 5737 |
|
|
2021
Q1 | $21K | Hold |
2,165
| – | – | ﹤0.01% | 5446 |
|
|
2020
Q4 | $17K | Sell |
2,165
-5,372
| -71% | -$38.6K | ﹤0.01% | 5267 |
|
|
2020
Q3 | $45K | Sell |
7,537
-8,503
| -53% | -$55.3K | ﹤0.01% | 4383 |
|
|
2020
Q2 | $116K | Sell |
16,040
-1,263
| -7% | -$8.03K | ﹤0.01% | 3584 |
|
|
2020
Q1 | $108K | Buy |
+17,303
| New | +$204K | ﹤0.01% | 3414 |
|
Other funds holding WSR
VPM
VCM
ICM
GKIM
NAM
CCM