Sutton Wealth Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,028
| Closed | -$9.91K | – | 1576 |
|
|
2022
Q4 | $9.91K | Hold |
1,028
| – | – | ﹤0.01% | 946 |
|
|
2022
Q3 | $8.7K | Hold |
1,028
| – | – | ﹤0.01% | 938 |
|
|
2022
Q2 | $11.1K | Sell |
1,028
-9
| -0.9% | -$97 | ﹤0.01% | 868 |
|
|
2022
Q1 | $13.7K | Buy |
1,037
+9
| +0.9% | +$119 | ﹤0.01% | 844 |
|
|
2021
Q4 | $10.4K | Hold |
1,028
| – | – | ﹤0.01% | 921 |
|
|
2021
Q3 | $10.1K | Buy |
1,028
+1
| +0.1% | +$10 | ﹤0.01% | 907 |
|
|
2021
Q2 | $8.47K | Hold |
1,027
| – | – | ﹤0.01% | 960 |
|
|
2021
Q1 | $9.96K | Hold |
1,027
| – | – | ﹤0.01% | 881 |
|
|
2020
Q4 | $8.19K | Hold |
1,027
| – | – | ﹤0.01% | 871 |
|
|
2020
Q3 | $6.16K | Buy |
+1,027
| New | +$6.16K | ﹤0.01% | 861 |
|
|
2020
Q2 | – | Sell |
-415
| Closed | -$2.57K | – | 1293 |
|
|
2020
Q1 | $2.57K | Hold |
415
| – | – | ﹤0.01% | 996 |
|
|
2019
Q4 | $5.65K | Hold |
415
| – | – | ﹤0.01% | 928 |
|
|
2019
Q3 | $5.71K | Hold |
415
| – | – | ﹤0.01% | 922 |
|
|
2019
Q2 | $5.27K | Hold |
415
| – | – | ﹤0.01% | 921 |
|
|
2019
Q1 | $4.99K | Buy |
+415
| New | +$4.99K | ﹤0.01% | 935 |
|