Chilton Capital 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 |
-1,000
| Closed | -$12.5K | – | 543 |
|
|
2023
Q2 | $12.5K | Hold |
1,000
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $12.6K | Buy |
+1,000
| New | +$12.6K | ﹤0.01% | 443 |
|
|
2022
Q3 | – | Sell |
-8,200
| Closed | -$109K | – | 618 |
|
|
2022
Q2 | $109K | Buy |
+8,200
| New | +$109K | 0.01% | 256 |
|
|
2022
Q1 | – | Sell |
-8,200
| Closed | -$125K | – | 613 |
|
|
2021
Q4 | $125K | Buy |
+8,200
| New | +$125K | 0.01% | 256 |
|