Commonwealth Equity Services’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $19K | Sell |
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|
2023
Q2 | $27K | Hold |
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|
2023
Q1 | $27 | Hold |
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|
2022
Q4 | $25K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $85K | Sell |
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|
2022
Q1 | $120K | Hold |
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|
2021
Q4 | $117K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $180K | Sell |
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|
2020
Q1 | $163K | Hold |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $322K | Hold |
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|
2019
Q2 | $377K | Sell |
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|
2019
Q1 | $362K | Sell |
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|
2018
Q4 | $217K | Sell |
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|
2018
Q3 | $547K | Hold |
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|
2018
Q2 | $471K | Hold |
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|
2018
Q1 | $416K | Sell |
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|
2017
Q4 | $650K | Sell |
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|
2017
Q3 | $660K | Buy |
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|
2017
Q2 | $640K | Buy |
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|
2017
Q1 | $463K | Buy |
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|
2016
Q4 | $386K | Buy |
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|
2016
Q3 | $375K | Buy |
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