Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Whitestone REIT | 69,507 | reported | 24 Dec 2025 | tx 10+69,507 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Dec 2025 | GRANT_AWARD | Whitestone REIT | 15,282 | 13.70 USD | |
| 19 Mar 2025 | PURCHASE | Whitestone REIT | 675 | 14.32 USD | |
| 19 Mar 2025 | PURCHASE | Whitestone REIT | 200 | 14.31 USD | |
| 24 Dec 2024 | GRANT_AWARD | Whitestone REIT | 12,784 | 14.15 USD | |
| 11 Jun 2024 | PURCHASE | Whitestone REIT | 17,000 | 13.09 USD | |
| 03 Jun 2024 | PURCHASE | Whitestone REIT | 6,100 | 13.07 USD | first after silence |
| 20 Dec 2023 | GRANT_AWARD | Whitestone REIT | 4,824 | 12.44 USD | |
| 05 May 2023 | PURCHASE | Whitestone REIT | 3,900 | 8.47 USD | |
| 03 Mar 2023 | PURCHASE | Whitestone REIT | 3,650 | 9.67 USD | |
| 19 Dec 2022 | GRANT_AWARD | Whitestone REIT | 5,092 | 9.52 USD |
1 purchase reported after at least 12 months of silence — most recent on 03 Jun 2024.