Schroder Investment Management Group’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,190
| Closed | -$40K | – | 1327 |
|
|
2019
Q2 | $40K | Buy |
+3,190
| New | +$40K | ﹤0.01% | 1168 |
|
|
2019
Q1 | – | Sell |
-6,217
| Closed | -$76 | – | 1251 |
|
|
2018
Q4 | $76 | Hold |
6,217
| – | – | ﹤0.01% | 1150 |
|
|
2018
Q3 | $86K | Hold |
6,217
| – | – | ﹤0.01% | 1188 |
|
|
2018
Q2 | $78K | Hold |
6,217
| – | – | ﹤0.01% | 1218 |
|
|
2018
Q1 | $65K | Hold |
6,217
| – | – | ﹤0.01% | 1224 |
|
|
2017
Q4 | $90K | Buy |
6,217
+592
| +11% | +$8.57K | ﹤0.01% | 1254 |
|
|
2017
Q3 | $73K | Buy |
+5,625
| New | +$73K | ﹤0.01% | 1263 |
|