Independent Advisor Alliance Whitestone Reit Transaction History

Independent Advisor Alliance

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 12, 2019	SELL	$11.84 - $12.97 $119,548 - $130,958	-10,097 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$11.6 - $14.54 $1,067 - $1,337	92 Added 0.92%	10,097 $121,000
Q4 2018 Feb 12, 2019	BUY	$11.91 - $14.38 $119,159 - $143,871	10,005 New	10,005 $123,000
Q3 2018 Nov 13, 2018	SELL	$12.45 - $13.88 $184,484 - $205,673	-14,818 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	$10.14 - $12.52 $44,636 - $55,113	4,402 Added 42.26%	14,818 $185,000
Q1 2018 May 15, 2018	BUY	$10.12 - $14.37 $1,679 - $2,385	166 Added 1.62%	10,416 $106,000
Q4 2017 Feb 14, 2018	BUY	$13.07 - $14.91 $133,967 - $152,827	10,250	10,250 $146,000

187

30.5M

48.3K

3.9K

Ticker WSR
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 49,369,900
Market Cap $704M
Description
Whitestone is a community-centered shopping center REIT that acquires, owns, manages, develops and redevelops high-quality open-air neighborhood centers primarily in the largest, fastest-growing and most affluent markets in the Sunbelt. Whitestone seeks to create communities that thrive through creating local connections between consumers in the...

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

Stay updated on Independent Advisor Alliance with notifications on news.