Summit Securities Group’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 | $13.1K | Buy |
+1,050
| New | +$13.1K | ﹤0.01% | 700 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$27K | – | 800 |
|
|
2024
Q3 | $27K | Hold |
2,000
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $27K | Hold |
2,000
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $25K | Sell |
2,000
-500
| -20% | -$6.25K | ﹤0.01% | 173 |
|
|
2023
Q4 | $31K | Buy |
+2,500
| New | +$31K | ﹤0.01% | 259 |
|