Summit Global Investments’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-62,400
Closed -$850K 313
2019
Q4
$850K Buy
62,400
+3,700
+6% +$50.4K 0.09% 191
2019
Q3
$808K Buy
+58,700
New +$808K 0.09% 187