Triton Wealth Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,211
| Closed | -$136K | – | 97 |
|
|
2022
Q1 | $136K | Hold |
13,211
| – | – | 0.07% | 91 |
|
|
2021
Q4 | $136K | Buy |
13,211
+124
| +0.9% | +$1.28K | 0.07% | 91 |
|
|
2021
Q3 | $132K | Buy |
13,087
+123
| +0.9% | +$1.24K | 0.06% | 107 |
|
|
2021
Q2 | $122K | Sell |
12,964
-1,986
| -13% | -$18.7K | 0.07% | 112 |
|
|
2021
Q1 | $144K | Buy |
14,950
+126
| +0.8% | +$1.21K | 0.1% | 102 |
|
|
2020
Q4 | $114K | Buy |
14,824
+160
| +1% | +$1.23K | 0.07% | 86 |
|
|
2020
Q3 | $92K | Sell |
14,664
-5,409
| -27% | -$33.9K | 0.08% | 76 |
|
|
2020
Q2 | $135K | Buy |
+20,073
| New | +$135K | 0.14% | 78 |
|