WHLR
Bank of America’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.9K | Buy |
+13,180
| New | +$79.9K | ﹤0.01% | 5639 |
|
|
2025
Q1 | – | Sell |
-4
| Closed | -$13 | – | 7363 |
|
|
2024
Q4 | $13 | Buy |
4
+3
| +300% | +$10 | ﹤0.01% | 7147 |
|
|
2024
Q3 | $8 | Sell |
1
-63
| -98% | -$504 | ﹤0.01% | 7132 |
|
|
2024
Q2 | $994 | Sell |
64
-10,051
| -99% | -$156K | ﹤0.01% | 6337 |
|
|
2024
Q1 | $1.59K | Buy |
10,115
+8,630
| +581% | +$1.36K | ﹤0.01% | 6251 |
|
|
2023
Q4 | $453 | Buy |
+1,485
| New | +$453 | ﹤0.01% | 6328 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$8 | – | 7287 |
|
|
2022
Q4 | $8 | Buy |
+6
| New | +$8 | ﹤0.01% | 7276 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | – | – | 7743 |
|
|
2021
Q4 | $0 | Sell |
14
-41
| -75% | – | ﹤0.01% | 7633 |
|
|
2021
Q3 | $0 | Sell |
55
-20
| -27% | – | ﹤0.01% | 7398 |
|
|
2021
Q2 | $0 | Buy |
+75
| New | – | ﹤0.01% | 7174 |
|
|
2020
Q4 | – | Sell |
-72
| Closed | – | – | 6507 |
|
|
2020
Q3 | $0 | Buy |
+72
| New | – | ﹤0.01% | 6434 |
|
|
2020
Q2 | – | Sell |
-67
| Closed | – | – | 6421 |
|
|
2020
Q1 | $0 | Sell |
67
-218
| -76% | – | ﹤0.01% | 6394 |
|
|
2019
Q4 | $0 | Sell |
285
-531
| -65% | – | ﹤0.01% | 6457 |
|
|
2019
Q3 | $1K | Buy |
816
+73
| +10% | +$89 | ﹤0.01% | 6293 |
|
|
2019
Q2 | $1K | Buy |
+743
| New | +$1K | ﹤0.01% | 6274 |
|
|
2016
Q3 | – | Sell |
-108
| Closed | – | – | 6464 |
|
|
2016
Q2 | $0 | Buy |
+108
| New | – | ﹤0.01% | 6450 |
|
|
2015
Q4 | – | Sell |
-2,190
| Closed | -$4K | – | 6328 |
|
|
2015
Q3 | $4K | Sell |
2,190
-13,090
| -86% | -$23.9K | ﹤0.01% | 5785 |
|
|
2015
Q2 | $31K | Buy |
+15,280
| New | +$31K | ﹤0.01% | 5152 |
|
|
2014
Q2 | – | Sell |
-24
| Closed | – | – | 6140 |
|
|
2014
Q1 | $0 | Buy |
24
+3
| +14% | – | ﹤0.01% | 6032 |
|
|
2013
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 6142 |
|