Zurich Cantonal Bank’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Sell |
9,930
-1,067
| -10% | -$13.3K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $160K | Sell |
10,997
-7,803
| -42% | -$114K | ﹤0.01% | 2205 |
|
|
2024
Q4 | $266K | Hold |
18,800
| – | – | ﹤0.01% | 2015 |
|
|
2024
Q3 | $254K | Hold |
18,800
| – | – | ﹤0.01% | 1981 |
|
|
2024
Q2 | $250K | Hold |
18,800
| – | – | ﹤0.01% | 1927 |
|
|
2024
Q1 | $236K | Hold |
18,800
| – | – | ﹤0.01% | 1968 |
|
|
2023
Q4 | $231K | Buy |
18,800
+2,787
| +17% | +$34.3K | ﹤0.01% | 2004 |
|
|
2023
Q3 | $154K | Hold |
16,013
| – | – | ﹤0.01% | 2131 |
|
|
2023
Q2 | $155K | Buy |
16,013
+4,469
| +39% | +$43.3K | ﹤0.01% | 2083 |
|
|
2023
Q1 | $106K | Hold |
11,544
| – | – | ﹤0.01% | 2252 |
|
|
2022
Q4 | $111K | Buy |
11,544
+2,612
| +29% | +$25.2K | ﹤0.01% | 2199 |
|
|
2022
Q3 | $76K | Buy |
8,932
+4,539
| +103% | +$38.6K | ﹤0.01% | 2410 |
|
|
2022
Q2 | $47K | Buy |
+4,393
| New | +$47K | ﹤0.01% | 2618 |
|
|
2020
Q4 | – | Sell |
-3,822
| Closed | -$23K | – | 2633 |
|
|
2020
Q3 | $23K | Hold |
3,822
| – | – | ﹤0.01% | 2472 |
|
|
2020
Q2 | $28K | Hold |
3,822
| – | – | ﹤0.01% | 2393 |
|
|
2020
Q1 | $24K | Hold |
3,822
| – | – | ﹤0.01% | 2290 |
|
|
2019
Q4 | $52K | Hold |
3,822
| – | – | ﹤0.01% | 2125 |
|
|
2019
Q3 | $53K | Hold |
3,822
| – | – | ﹤0.01% | 2002 |
|
|
2019
Q2 | $49K | Hold |
3,822
| – | – | ﹤0.01% | 2074 |
|
|
2019
Q1 | $46K | Sell |
3,822
-1,367
| -26% | -$16.5K | ﹤0.01% | 2067 |
|
|
2018
Q4 | $64K | Hold |
5,189
| – | – | ﹤0.01% | 1883 |
|
|
2018
Q3 | $72K | Hold |
5,189
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q2 | $65K | Hold |
5,189
| – | – | ﹤0.01% | 1955 |
|
|
2018
Q1 | $54K | Buy |
5,189
+2,526
| +95% | +$26.3K | ﹤0.01% | 2016 |
|
|
2017
Q4 | $38K | Buy |
+2,663
| New | +$38K | ﹤0.01% | 2201 |
|