WAM
WSR

Wealthspire Advisors (Maryland)’s Whitestone REIT WSR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-298
Closed -$4K – 2103
2019
Q1 		$4K Hold
298
– – ﹤0.01% 1941
2018
Q4 		$4K Hold
298
– – ﹤0.01% 1878
2018
Q3 		$4K Buy
298
+77
+35% +$1.03K ﹤0.01% 1944
2018
Q2 		$3K Buy
+221
New +$3K ﹤0.01% 2065