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Colonial Trust Advisors’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Colonial Trust Advisors’s Portfolio WHLR Stock Details WHLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– -$16 – 776
2024
Q2 		– Hold
0
– – – 754
2024
Q1 		– Hold
0
– – – 1015
2023
Q4 		– Hold
0
– – – 900
2023
Q3 		– Hold
0
– – – 806
2023
Q2 		– Hold
0
– – – 780
2023
Q1 		– Hold
0
– – – 701
2022
Q4 		– Hold
0
– – – 685

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BP
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TRCT
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return