Raymond James Financial Services Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $137K | Buy |
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|
2024
Q2 | $135K | Buy |
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|
2024
Q1 | $127K | Buy |
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|
2023
Q4 | $124K | Buy |
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|
2023
Q3 | $97.5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $127K | Buy |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $152K | Buy |
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|
2019
Q3 | $147K | Sell |
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|
2019
Q2 | $561K | Sell |
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|
2019
Q1 | $533K | Buy |
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|
2018
Q4 | $517K | Sell |
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|
2018
Q3 | $594K | Sell |
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|
2018
Q2 | $583K | Sell |
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|
2018
Q1 | $558K | Sell |
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|
2017
Q4 | $881K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $1.11M | Buy |
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|
2016
Q1 | $849K | Hold |
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|
2015
Q4 | $811K | Buy |
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|
2015
Q3 | $556K | Buy |
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|
2015
Q2 | $620K | Buy |
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|
2015
Q1 | $381K | Sell |
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|
2014
Q4 | $477K | Sell |
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|
2014
Q3 | $454K | Buy |
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|
2014
Q2 | $382K | Hold |
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|
2014
Q1 | $370K | Sell |
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|
2013
Q4 | $366K | Hold |
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|
2013
Q3 | $404K | Sell |
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|
2013
Q2 | $1.04M | Buy |
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