Principal Financial Group’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 | $3.08M | Sell |
247,104
-9,377
| -4% | -$117K | ﹤0.01% | 1718 |
|
|
2025
Q1 | $3.74M | Buy |
256,481
+6,497
| +3% | +$94.7K | ﹤0.01% | 1641 |
|
|
2024
Q4 | $3.54M | Buy |
249,984
+12,177
| +5% | +$173K | ﹤0.01% | 1686 |
|
|
2024
Q3 | $3.22M | Sell |
237,807
-17,122
| -7% | -$232K | ﹤0.01% | 1686 |
|
|
2024
Q2 | $3.39M | Sell |
254,929
-7,938
| -3% | -$106K | ﹤0.01% | 1668 |
|
|
2024
Q1 | $3.3M | Buy |
262,867
+17,094
| +7% | +$215K | ﹤0.01% | 1695 |
|
|
2023
Q4 | $3.02M | Sell |
245,773
-8,476
| -3% | -$104K | ﹤0.01% | 1705 |
|
|
2023
Q3 | $2.45M | Sell |
254,249
-10,367
| -4% | -$99.8K | ﹤0.01% | 1731 |
|
|
2023
Q2 | $2.57M | Sell |
264,616
-28,953
| -10% | -$281K | ﹤0.01% | 1716 |
|
|
2023
Q1 | $2.7M | Sell |
293,569
-6,551
| -2% | -$60.3K | ﹤0.01% | 1711 |
|
|
2022
Q4 | $2.89M | Buy |
300,120
+13,113
| +5% | +$126K | ﹤0.01% | 1698 |
|
|
2022
Q3 | $2.43M | Buy |
287,007
+1,274
| +0.4% | +$10.8K | ﹤0.01% | 1684 |
|
|
2022
Q2 | $3.07M | Sell |
285,733
-19,587
| -6% | -$211K | ﹤0.01% | 1711 |
|
|
2022
Q1 | $4.05M | Sell |
305,320
-2,836
| -0.9% | -$37.6K | ﹤0.01% | 1730 |
|
|
2021
Q4 | $3.12M | Buy |
308,156
+10,914
| +4% | +$111K | ﹤0.01% | 1789 |
|
|
2021
Q3 | $2.91M | Buy |
297,242
+21,163
| +8% | +$207K | ﹤0.01% | 1808 |
|
|
2021
Q2 | $2.28M | Buy |
276,079
+1,635
| +0.6% | +$13.5K | ﹤0.01% | 1875 |
|
|
2021
Q1 | $2.66M | Buy |
274,444
+565
| +0.2% | +$5.48K | ﹤0.01% | 1803 |
|
|
2020
Q4 | $2.18M | Sell |
273,879
-10,836
| -4% | -$86.4K | ﹤0.01% | 1783 |
|
|
2020
Q3 | $1.71M | Sell |
284,715
-29,996
| -10% | -$180K | ﹤0.01% | 1764 |
|
|
2020
Q2 | $2.29M | Buy |
314,711
+6,431
| +2% | +$46.8K | ﹤0.01% | 1670 |
|
|
2020
Q1 | $1.91M | Sell |
308,280
-12,751
| -4% | -$79K | ﹤0.01% | 1610 |
|
|
2019
Q4 | $4.37M | Buy |
321,031
+3,695
| +1% | +$50.3K | ﹤0.01% | 1572 |
|
|
2019
Q3 | $4.37M | Sell |
317,336
-2,108
| -0.7% | -$29K | ﹤0.01% | 1557 |
|
|
2019
Q2 | $4.05M | Sell |
319,444
-206
| -0.1% | -$2.61K | ﹤0.01% | 1586 |
|
|
2019
Q1 | $3.84M | Sell |
319,650
-3,251
| -1% | -$39.1K | ﹤0.01% | 1625 |
|
|
2018
Q4 | $3.96M | Buy |
322,901
+1,994
| +0.6% | +$24.4K | ﹤0.01% | 1578 |
|
|
2018
Q3 | $4.45M | Buy |
320,907
+10,879
| +4% | +$151K | ﹤0.01% | 1632 |
|
|
2018
Q2 | $3.87M | Buy |
310,028
+9,398
| +3% | +$117K | ﹤0.01% | 1655 |
|
|
2018
Q1 | $3.12M | Buy |
300,630
+12,362
| +4% | +$128K | ﹤0.01% | 1683 |
|
|
2017
Q4 | $4.15M | Sell |
288,268
-2,248
| -0.8% | -$32.4K | ﹤0.01% | 1616 |
|
|
2017
Q3 | $3.79M | Buy |
+290,516
| New | +$3.79M | ﹤0.01% | 1634 |
|
|
2017
Q2 | – | Sell |
-19,220
| Closed | -$266K | – | 2292 |
|
|
2017
Q1 | $266K | Hold |
19,220
| – | – | ﹤0.01% | 2037 |
|
|
2016
Q4 | $276K | Buy |
+19,220
| New | +$276K | ﹤0.01% | 2030 |
|