Rothschild Investment LLC’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 | $1.12K | Sell |
90
-50
| -36% | -$624 | ﹤0.01% | 2405 |
|
|
2025
Q1 | $2.04K | Buy |
140
+40
| +40% | +$583 | ﹤0.01% | 1888 |
|
|
2024
Q4 | $1.42K | Hold |
100
| – | – | ﹤0.01% | 2014 |
|
|
2024
Q3 | $1.35K | Buy |
100
+50
| +100% | +$677 | ﹤0.01% | 1953 |
|
|
2024
Q2 | $666 | Buy |
50
+40
| +400% | +$533 | ﹤0.01% | 1861 |
|
|
2024
Q1 | $126 | Buy |
+10
| New | +$126 | ﹤0.01% | 2062 |
|