Burgundy Asset Management’s Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock WHLRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,600
| Closed | -$508K | – | 107 |
|
|
2023
Q2 | $508K | Hold |
40,600
| – | – | 0.01% | 101 |
|
|
2023
Q1 | $510K | Hold |
40,600
| – | – | 0.01% | 98 |
|
|
2022
Q4 | $521K | Hold |
40,600
| – | – | 0.01% | 101 |
|
|
2022
Q3 | $472K | Hold |
40,600
| – | – | 0.01% | 105 |
|
|
2022
Q2 | $538K | Hold |
40,600
| – | – | 0.01% | 103 |
|
|
2022
Q1 | $585K | Hold |
40,600
| – | – | 0.01% | 105 |
|
|
2021
Q4 | $617K | Buy |
+40,600
| New | +$617K | 0.01% | 101 |
|