Private Trust Company’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$251 | – | 2356 |
|
|
2024
Q1 | $251 | Hold |
20
| – | – | ﹤0.01% | 2215 |
|
|
2023
Q4 | $246 | Hold |
20
| – | – | ﹤0.01% | 2268 |
|
|
2023
Q3 | $193 | Buy |
+20
| New | +$193 | ﹤0.01% | 2286 |
|
|
2022
Q4 | – | Sell |
-2,375
| Closed | -$20K | – | 2285 |
|
|
2022
Q3 | $20K | Buy |
+2,375
| New | +$20K | ﹤0.01% | 1212 |
|