Cable Car Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43,315
| Closed | -$1.18M | – | 82 |
|
|
2024
Q4 | $1.18M | Buy |
43,315
+69
| +0.2% | +$1.87K | 0.05% | 41 |
|
|
2024
Q3 | $919K | Sell |
43,246
-43,017
| -50% | -$914K | 0.98% | 28 |
|
|
2024
Q2 | $1.6M | Sell |
86,263
-52,482
| -38% | -$972K | 1.68% | 18 |
|
|
2024
Q1 | $2.1M | Hold |
138,745
| – | – | 2.9% | 14 |
|
|
2023
Q4 | $1.81M | Buy |
+138,745
| New | +$1.81M | 1.88% | 15 |
|