TWD
WSR

True Wealth Design’s Whitestone REIT WSR Stock Holding History

True Wealth Design’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$200 Sell
16
-11
-41% -$138 ﹤0.01% 2074
2025
Q1 		$394 Buy
+27
New +$394 ﹤0.01% 1650