Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8361 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8520 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8521 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8533 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8537 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8469 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8263 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8051 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7757 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7767 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7591 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7488 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7350 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7227 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6992 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6742 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6503 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6303 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6091 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5935 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5859 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5772 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5616 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5648 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5550 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5461 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5294 |
|