Plante Moran Financial Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$28K | – | 975 |
|
|
2018
Q3 | $28K | Hold |
2,000
| – | – | 0.01% | 394 |
|
|
2018
Q2 | $25K | Hold |
2,000
| – | – | 0.01% | 446 |
|
|
2018
Q1 | $21K | Hold |
2,000
| – | – | 0.01% | 500 |
|
|
2017
Q4 | $29K | Hold |
2,000
| – | – | 0.02% | 444 |
|
|
2017
Q3 | $26K | Hold |
2,000
| – | – | 0.02% | 431 |
|
|
2017
Q2 | $24K | Hold |
2,000
| – | – | 0.02% | 444 |
|
|
2017
Q1 | $28K | Hold |
2,000
| – | – | 0.02% | 423 |
|
|
2016
Q4 | $29K | Buy |
+2,000
| New | +$29K | 0.02% | 417 |
|
|
2016
Q2 | – | Sell |
-2,310
| Closed | -$29K | – | 946 |
|
|
2016
Q1 | $29K | Buy |
+2,310
| New | +$29K | 0.02% | 336 |
|