TWA
WSR
TCI Wealth Advisors’s Whitestone REIT WSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,190
| Closed | -$10.9K | – | 2259 |
|
|
2023
Q1 | $10.9K | Hold |
1,190
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q4 | $11.5K | Hold |
1,190
| – | – | ﹤0.01% | 978 |
|
|
2022
Q3 | $10K | Hold |
1,190
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q2 | $13K | Sell |
1,190
-201
| -14% | -$2.2K | ﹤0.01% | 872 |
|
|
2022
Q1 | $19K | Buy |
1,391
+201
| +17% | +$2.75K | ﹤0.01% | 728 |
|
|
2021
Q4 | $12K | Hold |
1,190
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q3 | $12K | Buy |
1,190
+250
| +27% | +$2.52K | ﹤0.01% | 986 |
|
|
2021
Q2 | $8K | Hold |
940
| – | – | ﹤0.01% | 1134 |
|
|
2021
Q1 | $9K | Buy |
+940
| New | +$9K | ﹤0.01% | 925 |
|
|
2020
Q1 | – | Sell |
-195
| Closed | -$3K | – | 1777 |
|
|
2019
Q4 | $3K | Hold |
195
| – | – | ﹤0.01% | 1060 |
|
|
2019
Q3 | $3K | Buy |
+195
| New | +$3K | ﹤0.01% | 993 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1592 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 377 |
|