Pinnacle Summer Investments’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $308K | Buy |
25,672
+12,836
| +100% | +$154K | 0.05% | 170 |
|
|
2015
Q3 | $150K | Hold |
12,836
| – | – | 0.03% | 324 |
|
|
2015
Q2 | $167K | Hold |
12,836
| – | – | 0.04% | 197 |
|
|
2015
Q1 | $204K | Hold |
12,836
| – | – | 0.03% | 313 |
|
|
2014
Q4 | $201K | Hold |
12,836
| – | – | 0.02% | 313 |
|
|
2014
Q3 | $179K | Hold |
12,836
| – | – | 0.02% | 342 |
|
|
2014
Q2 | $194K | Buy |
+12,836
| New | +$194K | 0.02% | 308 |
|
|
2013
Q3 | – | Sell |
-12,836
| Closed | -$202K | – | 985 |
|
|
2013
Q2 | $202K | Buy |
+12,836
| New | +$202K | 0.05% | 210 |
|