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 $967,964. This represents 0.47% of its overall portfolio holdings.

Number of Shares
67,080
Previous 68,930 2.68%
Holding current value
$967,964
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 $712M
  • 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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