RI
WSR
Ridgewood Investments’s Whitestone REIT WSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
24,000
| – | – | 0.13% | 167 |
|
|
2025
Q1 | $350K | Hold |
24,000
| – | – | 0.16% | 141 |
|
|
2024
Q4 | $340K | Sell |
24,000
-500
| -2% | -$7.09K | 0.16% | 138 |
|
|
2024
Q3 | $331K | Sell |
24,500
-4,888
| -17% | -$66.1K | 0.17% | 133 |
|
|
2024
Q2 | $391K | Hold |
29,388
| – | – | 0.2% | 129 |
|
|
2024
Q1 | $369K | Hold |
29,388
| – | – | 0.2% | 137 |
|
|
2023
Q4 | $361K | Hold |
29,388
| – | – | 0.21% | 128 |
|
|
2023
Q3 | $283K | Hold |
29,388
| – | – | 0.19% | 135 |
|
|
2023
Q2 | $285K | Hold |
29,388
| – | – | 0.16% | 142 |
|
|
2023
Q1 | $270K | Hold |
29,388
| – | – | 0.17% | 143 |
|
|
2022
Q4 | $283K | Hold |
29,388
| – | – | 0.2% | 147 |
|
|
2022
Q3 | $249K | Hold |
29,388
| – | – | 0.21% | 142 |
|
|
2022
Q2 | $316K | Hold |
29,388
| – | – | 0.25% | 132 |
|
|
2022
Q1 | $389K | Sell |
29,388
-300
| -1% | -$3.97K | 0.26% | 124 |
|
|
2021
Q4 | $301K | Sell |
29,688
-1,021
| -3% | -$10.4K | 0.19% | 146 |
|
|
2021
Q3 | $300K | Sell |
30,709
-998
| -3% | -$9.75K | 0.2% | 140 |
|
|
2021
Q2 | $262K | Sell |
31,707
-397
| -1% | -$3.28K | 0.17% | 155 |
|
|
2021
Q1 | $311K | Sell |
32,104
-3,994
| -11% | -$38.7K | 0.19% | 147 |
|
|
2020
Q4 | $217K | Hold |
36,098
| – | – | 0.17% | 151 |
|
|
2020
Q3 | $217K | Sell |
36,098
-13,997
| -28% | -$84.1K | 0.17% | 152 |
|
|
2020
Q2 | $364K | Sell |
50,095
-8,648
| -15% | -$62.8K | 0.3% | 113 |
|
|
2020
Q1 | $364K | Sell |
58,743
-966
| -2% | -$5.99K | 0.37% | 85 |
|
|
2019
Q4 | $813K | Buy |
59,709
+31
| +0.1% | +$422 | 0.58% | 47 |
|
|
2019
Q3 | $821K | Sell |
59,678
-1,966
| -3% | -$27K | 0.64% | 41 |
|
|
2019
Q2 | $782K | Sell |
61,644
-371
| -0.6% | -$4.71K | 0.61% | 42 |
|
|
2019
Q1 | $745K | Sell |
62,015
-348
| -0.6% | -$4.18K | 0.61% | 43 |
|
|
2018
Q4 | $866K | Hold |
62,363
| – | – | 0.69% | 42 |
|
|
2018
Q3 | $866K | Buy |
62,363
+289
| +0.5% | +$4.01K | 0.69% | 42 |
|
|
2018
Q2 | $775K | Sell |
62,074
-2,092
| -3% | -$26.1K | 0.69% | 42 |
|
|
2018
Q1 | $667K | Sell |
64,166
-700
| -1% | -$7.28K | 0.61% | 46 |
|
|
2017
Q4 | $935K | Sell |
64,866
-6,090
| -9% | -$87.8K | 0.84% | 30 |
|
|
2017
Q3 | $926K | Buy |
70,956
+4,216
| +6% | +$55K | 0.88% | 26 |
|
|
2017
Q2 | $818K | Sell |
66,740
-1,016
| -1% | -$12.5K | 0.82% | 29 |
|
|
2017
Q1 | $938K | Buy |
67,756
+997
| +1% | +$13.8K | 1.01% | 20 |
|
|
2016
Q4 | $959K | Buy |
+66,759
| New | +$959K | 1.13% | 18 |
|