Rise Advisors’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 | $127 | Hold |
10
| – | – | ﹤0.01% | 1493 |
|
|
2025
Q1 | $147 | Sell |
10
-1,344
| -99% | -$19.8K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $19.2K | Buy |
1,354
+12
| +0.9% | +$170 | 0.01% | 688 |
|
|
2024
Q3 | $18.2K | Buy |
1,342
+13
| +1% | +$176 | 0.01% | 753 |
|
|
2024
Q2 | $17.7K | Buy |
1,329
+13
| +1% | +$173 | 0.01% | 708 |
|
|
2024
Q1 | $16.5K | Buy |
+1,316
| New | +$16.5K | 0.01% | 791 |
|