Transamerica Financial Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-500
| Closed | -$6K | – | 874 |
|
|
2015
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 643 |
|
|
2015
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 667 |
|
|
2015
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 650 |
|
|
2014
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 525 |
|
|
2014
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 503 |
|
|
2014
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 517 |
|
|
2014
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 483 |
|