A detailed history of Loveless Wealth Management LLC transactions in Whitestone Reit stock. As of the latest transaction made, Loveless Wealth Management LLC holds 67,080 shares of WSR stock, worth $886,126. This represents 0.47% of its overall portfolio holdings.

Number of Shares
67,080
Previous 68,930 2.68%
Holding current value
$886,126
Previous $913,000 21.03%
% of portfolio
0.47%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

SELL
$10.51 - $13.5 $19,443 - $24,975
-1,850 Reduced 2.68%
67,080 $721,000
Q1 2022

May 11, 2022

SELL
$9.99 - $13.54 $349 - $473
-35 Reduced 0.05%
68,930 $913,000
Q4 2021

Feb 14, 2022

SELL
$9.06 - $10.2 $3,624 - $4,079
-400 Reduced 0.58%
68,965 $699,000
Q3 2021

Nov 12, 2021

SELL
$7.69 - $10.23 $7,690 - $10,230
-1,000 Reduced 1.42%
69,365 $678,000
Q2 2021

Jul 28, 2021

SELL
$8.08 - $9.96 $7,474 - $9,213
-925 Reduced 1.3%
70,365 $581,000
Q1 2021

May 03, 2021

SELL
$7.6 - $10.37 $7,296 - $9,955
-960 Reduced 1.33%
71,290 $692,000
Q4 2020

Jan 27, 2021

SELL
$5.96 - $8.54 $15,257 - $21,862
-2,560 Reduced 3.42%
72,250 $576,000
Q3 2020

Oct 14, 2020

SELL
$5.65 - $7.17 $11,565 - $14,676
-2,047 Reduced 2.66%
74,810 $449,000
Q2 2020

Aug 10, 2020

SELL
$5.05 - $9.15 $2,004 - $3,632
-397 Reduced 0.51%
76,857 $559,000
Q1 2020

Apr 20, 2020

BUY
$5.94 - $13.81 $19,928 - $46,332
3,355 Added 4.54%
77,254 $479,000
Q4 2019

Jan 23, 2020

BUY
$13.2 - $14.48 $975,466 - $1.07 Million
73,899 New
73,899 $983,000

Others Institutions Holding WSR

About Whitestone REIT


  • Ticker WSR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 49,369,900
  • Market Cap $652M
  • 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
Track This Portfolio

Track Loveless Wealth Management LLC Portfolio

Follow Loveless Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loveless Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loveless Wealth Management LLC with notifications on news.