Wealthcare Advisory Partners’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,597
| Closed | -$15K | – | 1882 |
|
|
2021
Q1 | $15K | Buy |
+1,597
| New | +$15K | ﹤0.01% | 1328 |
|
|
2020
Q2 | – | Sell |
-1,597
| Closed | -$10K | – | 1372 |
|
|
2020
Q1 | $10K | Hold |
1,597
| – | – | ﹤0.01% | 936 |
|
|
2019
Q4 | $22K | Hold |
1,597
| – | – | ﹤0.01% | 749 |
|
|
2019
Q3 | $22K | Hold |
1,597
| – | – | ﹤0.01% | 730 |
|
|
2019
Q2 | $20K | Hold |
1,597
| – | – | ﹤0.01% | 726 |
|
|
2019
Q1 | $19K | Hold |
1,597
| – | – | ﹤0.01% | 679 |
|
|
2018
Q4 | $20K | Hold |
1,597
| – | – | ﹤0.01% | 630 |
|
|
2018
Q3 | $22K | Hold |
1,597
| – | – | ﹤0.01% | 650 |
|
|
2018
Q2 | $20K | Hold |
1,597
| – | – | ﹤0.01% | 680 |
|
|
2018
Q1 | $17K | Hold |
1,597
| – | – | ﹤0.01% | 628 |
|
|
2017
Q4 | $23K | Buy |
+1,597
| New | +$23K | 0.01% | 511 |
|