SignatureFD’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29
| Closed | -$411 | – | 3454 |
|
|
2024
Q4 | $411 | Buy |
+29
| New | +$411 | ﹤0.01% | 3148 |
|
|
2023
Q3 | – | Sell |
-23
| Closed | -$223 | – | 3310 |
|
|
2023
Q2 | $223 | Buy |
+23
| New | +$223 | ﹤0.01% | 3122 |
|
|
2022
Q3 | – | Sell |
-507
| Closed | -$5K | – | 3370 |
|
|
2022
Q2 | $5K | Sell |
507
-124
| -20% | -$1.22K | ﹤0.01% | 2470 |
|
|
2022
Q1 | $8K | Buy |
631
+133
| +27% | +$1.69K | ﹤0.01% | 2290 |
|
|
2021
Q4 | $5K | Buy |
+498
| New | +$5K | ﹤0.01% | 2434 |
|
|
2021
Q3 | – | Sell |
-1,179
| Closed | -$10K | – | 3222 |
|
|
2021
Q2 | $10K | Hold |
1,179
| – | – | ﹤0.01% | 2000 |
|
|
2021
Q1 | $11K | Buy |
+1,179
| New | +$11K | ﹤0.01% | 1829 |
|