Zacks Investment Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-19,075
| Closed | -$114K | – | 586 |
|
|
2020
Q3 | $114K | Buy |
+19,075
| New | +$114K | ﹤0.01% | 489 |
|
|
2020
Q1 | – | Sell |
-52,318
| Closed | -$713K | – | 607 |
|
|
2019
Q4 | $713K | Hold |
52,318
| – | – | 0.01% | 417 |
|
|
2019
Q3 | $720K | Sell |
52,318
-5,919
| -10% | -$81.5K | 0.01% | 409 |
|
|
2019
Q2 | $739K | Buy |
+58,237
| New | +$739K | 0.02% | 425 |
|