B. Riley Wealth Advisors’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Hold |
0
| – | -$24K | – | 591 |
|
|
2015
Q1 | – | Hold |
0
| – | -$781 | – | 558 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 806 |
|
|
2014
Q3 | – | Hold |
0
| – | -$87.4K | – | 1884 |
|
|
2014
Q2 | – | Hold |
0
| – | -$84K | – | 779 |
|
|
2014
Q1 | – | Hold |
0
| – | -$78K | – | 653 |
|
|
2013
Q4 | – | Hold |
0
| – | -$62K | – | 598 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 620 |
|