A detailed history of Journey Strategic Wealth LLC transactions in Whitestone Reit stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 11,513 shares of WSR stock, worth $164,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,513
Previous 11,448 0.57%
Holding current value
$164,175
Previous $152,000 1.97%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$12.84 - $14.31 $834 - $930
65 Added 0.57%
11,513 $155,000
Q2 2024

Aug 14, 2024

BUY
$10.81 - $13.49 $162 - $202
15 Added 0.13%
11,448 $152,000
Q3 2023

Nov 08, 2023

SELL
$9.46 - $10.69 $1,381 - $1,560
-146 Reduced 1.26%
11,433 $110,000
Q2 2023

Aug 14, 2023

SELL
$8.22 - $9.82 $2,803 - $3,348
-341 Reduced 2.86%
11,579 $112,000
Q1 2023

May 11, 2023

BUY
$8.46 - $10.5 $1,954 - $2,425
231 Added 1.98%
11,920 $109,000
Q4 2022

Feb 14, 2023

SELL
$8.22 - $9.87 $8,910 - $10,699
-1,084 Reduced 8.49%
11,689 $112,000
Q3 2022

Nov 14, 2022

BUY
$8.44 - $11.36 $18,019 - $24,253
2,135 Added 20.07%
12,773 $108,000
Q2 2022

Aug 15, 2022

SELL
$10.51 - $13.5 $22,438 - $28,822
-2,135 Reduced 16.71%
10,638 $114,000
Q1 2022

May 16, 2022

BUY
$9.99 - $13.54 $21,168 - $28,691
2,119 Added 19.89%
12,773 $169,000
Q4 2021

Feb 14, 2022

BUY
$9.06 - $10.2 $96,525 - $108,670
10,654 New
10,654 $108,000

Others Institutions Holding WSR

About Whitestone REIT


  • 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...
More about WSR
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