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 |
10,126
+1
| +0% | +$13 | ﹤0.01% | 3247 |
|
|
2024
Q2 | $135K | Buy |
10,125
+1
| +0% | +$12 | ﹤0.01% | 3194 |
|
|
2024
Q1 | $127K | Buy |
10,124
+2
| +0% | +$25 | ﹤0.01% | 3192 |
|
|
2023
Q4 | $124K | Buy |
10,122
+1
| +0% | +$11 | ﹤0.01% | 3099 |
|
|
2023
Q3 | $97.5K | Buy |
+10,121
| New | +$101K | ﹤0.01% | 3073 |
|
|
2020
Q3 | – | Sell |
-17,529
| Closed | -$127K | – | 3001 |
|
|
2020
Q2 | $127K | Buy |
17,529
+7,160
| +69% | +$45.5K | ﹤0.01% | 2595 |
|
|
2020
Q1 | $64K | Sell |
10,369
-767
| -7% | -$9.04K | ﹤0.01% | 2290 |
|
|
2019
Q4 | $152K | Buy |
11,136
+435
| +4% | +$5.97K | ﹤0.01% | 2639 |
|
|
2019
Q3 | $147K | Sell |
10,701
-33,533
| -76% | -$430K | ﹤0.01% | 2571 |
|
|
2019
Q2 | $561K | Sell |
44,234
-111
| -0.3% | -$1.39K | ﹤0.01% | 1857 |
|
|
2019
Q1 | $533K | Buy |
44,345
+2,137
| +5% | +$28.3K | ﹤0.01% | 1860 |
|
|
2018
Q4 | $517K | Sell |
42,208
-568
| -1% | -$7.7K | ﹤0.01% | 1650 |
|
|
2018
Q3 | $594K | Sell |
42,776
-3,930
| -8% | -$51.8K | ﹤0.01% | 1792 |
|
|
2018
Q2 | $583K | Sell |
46,706
-6,960
| -13% | -$80.3K | ﹤0.01% | 1777 |
|
|
2018
Q1 | $558K | Sell |
53,666
-7,500
| -12% | -$91.5K | ﹤0.01% | 1652 |
|
|
2017
Q4 | $881K | Buy |
+61,166
| New | +$864K | 0.01% | 1376 |
|
|
2017
Q3 | – | Sell |
-83,262
| Closed | -$1.02M | – | 2630 |
|
|
2017
Q2 | $1.02M | Buy |
83,262
+7,800
| +10% | +$97.5K | 0.01% | 1255 |
|
|
2017
Q1 | $1.04M | Buy |
75,462
+2,225
| +3% | +$30.7K | 0.01% | 1159 |
|
|
2016
Q4 | $1.05M | Sell |
73,237
-2,000
| -3% | -$26.9K | 0.01% | 1087 |
|
|
2016
Q3 | $1.04M | Buy |
75,237
+1,700
| +2% | +$25.4K | 0.01% | 1068 |
|
|
2016
Q2 | $1.11M | Buy |
73,537
+6,011
| +9% | +$82.2K | 0.01% | 979 |
|
|
2016
Q1 | $849K | Hold |
67,526
| – | – | 0.01% | 985 |
|
|
2015
Q4 | $811K | Buy |
67,526
+19,307
| +40% | +$232K | 0.01% | 1005 |
|
|
2015
Q3 | $556K | Buy |
48,219
+591
| +1% | +$7.28K | 0.01% | 1010 |
|
|
2015
Q2 | $620K | Buy |
47,628
+23,657
| +99% | +$344K | 0.04% | 428 |
|
|
2015
Q1 | $381K | Sell |
23,971
-7,618
| -24% | -$120K | 0.02% | 487 |
|
|
2014
Q4 | $477K | Sell |
31,589
-1,000
| -3% | -$14.7K | 0.02% | 471 |
|
|
2014
Q3 | $454K | Buy |
32,589
+7,000
| +27% | +$104K | 0.02% | 467 |
|
|
2014
Q2 | $382K | Hold |
25,589
| – | – | 0.02% | 450 |
|
|
2014
Q1 | $370K | Sell |
25,589
-1,811
| -7% | -$25.4K | 0.02% | 468 |
|
|
2013
Q4 | $366K | Hold |
27,400
| – | – | 0.02% | 457 |
|
|
2013
Q3 | $404K | Sell |
27,400
-38,570
| -58% | -$596K | 0.03% | 428 |
|
|
2013
Q2 | $1.04M | Buy |
+65,970
| New | +$1.08M | 0.03% | 606 |
|
Other funds holding WSR
NAM
BFM
