Colonial Trust Advisors’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$16 | – | 778 |
|
|
2024
Q2 | – | Hold |
0
| – | -$31 | – | 754 |
|
|
2024
Q1 | – | Hold |
0
| – | -$61 | – | 1015 |
|
|
2023
Q4 | – | Hold |
0
| – | -$656 | – | 900 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.23K | – | 806 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.54K | – | 780 |
|
|
2023
Q1 | – | Hold |
0
| – | -$2.79K | – | 701 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 685 |
|