Truist Financial’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32,791
| Closed | -$412K | – | 2734 |
|
|
2024
Q1 | $412K | Hold |
32,791
| – | – | ﹤0.01% | 2094 |
|
|
2023
Q4 | $403K | Sell |
32,791
-1,059
| -3% | -$13K | ﹤0.01% | 2113 |
|
|
2023
Q3 | $326K | Sell |
33,850
-6,826
| -17% | -$65.7K | ﹤0.01% | 2175 |
|
|
2023
Q2 | $395K | Sell |
40,676
-11,994
| -23% | -$116K | ﹤0.01% | 2092 |
|
|
2023
Q1 | $485K | Buy |
+52,670
| New | +$485K | ﹤0.01% | 1986 |
|
|
2022
Q4 | – | Sell |
-13,589
| Closed | -$115K | – | 2677 |
|
|
2022
Q3 | $115K | Sell |
13,589
-19,621
| -59% | -$166K | ﹤0.01% | 2390 |
|
|
2022
Q2 | $357K | Hold |
33,210
| – | – | ﹤0.01% | 2100 |
|
|
2022
Q1 | $440K | Hold |
33,210
| – | – | ﹤0.01% | 2065 |
|
|
2021
Q4 | $336K | Hold |
33,210
| – | – | ﹤0.01% | 2254 |
|
|
2021
Q3 | $325K | Buy |
+33,210
| New | +$325K | ﹤0.01% | 2258 |
|