Winslow Evans & Crocker’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-8,708
| Closed | -$113K | – | 1334 |
|
2015
Q2 | $113K | Sell |
8,708
-650
| -7% | -$8.46K | 0.03% | 403 |
|
2015
Q1 | $149K | Hold |
9,358
| – | – | 0.04% | 345 |
|
2014
Q4 | $141K | Buy |
9,358
+68
| +0.7% | +$1.03K | 0.04% | 347 |
|
2014
Q3 | $130K | Hold |
9,290
| – | – | 0.04% | 382 |
|
2014
Q2 | $139K | Sell |
9,290
-270
| -3% | -$4.03K | 0.05% | 314 |
|
2014
Q1 | $138K | Sell |
9,560
-220
| -2% | -$3.18K | 0.05% | 309 |
|
2013
Q4 | $131K | Buy |
+9,780
| New | +$131K | 0.04% | 331 |
|