Bard Associates’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $762K | Sell |
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|
2020
Q2 | $555K | Sell |
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|
2020
Q1 | $446K | Sell |
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|
2019
Q4 | $814K | Sell |
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|
2019
Q3 | $832K | Sell |
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|
2019
Q2 | $906K | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
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