Systematic Financial Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-41,355
| Closed | -$301K | – | 455 |
|
|
2020
Q2 | $301K | Buy |
41,355
+15,705
| +61% | +$114K | 0.02% | 373 |
|
|
2020
Q1 | $159K | Sell |
25,650
-14,135
| -36% | -$87.6K | 0.01% | 430 |
|
|
2019
Q4 | $542K | Buy |
+39,785
| New | +$542K | 0.02% | 399 |
|
|
2017
Q2 | – | Sell |
-91,265
| Closed | -$1.26M | – | 700 |
|
|
2017
Q1 | $1.26M | Sell |
91,265
-130
| -0.1% | -$1.8K | 0.02% | 575 |
|
|
2016
Q4 | $1.31M | Buy |
+91,395
| New | +$1.31M | 0.02% | 564 |
|