SCM
WSR
Schnieders Capital Management’s Whitestone REIT WSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,725
| Closed | -$134K | – | 157 |
|
|
2018
Q2 | $134K | Hold |
10,725
| – | – | 0.06% | 150 |
|
|
2018
Q1 | $111K | Sell |
10,725
-975
| -8% | -$10.1K | 0.05% | 149 |
|
|
2017
Q4 | $169K | Buy |
11,700
+425
| +4% | +$6.14K | 0.07% | 154 |
|
|
2017
Q3 | $147K | Hold |
11,275
| – | – | 0.06% | 148 |
|
|
2017
Q2 | $138K | Buy |
11,275
+800
| +8% | +$9.79K | 0.06% | 152 |
|
|
2017
Q1 | $145K | Buy |
10,475
+450
| +4% | +$6.23K | 0.07% | 150 |
|
|
2016
Q4 | $144K | Buy |
+10,025
| New | +$144K | 0.07% | 144 |
|