Concourse Financial Group Securities’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8362 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8521 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8534 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8538 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8470 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8265 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8053 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7759 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7769 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7593 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7490 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7352 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7229 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6305 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6093 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5937 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5861 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5774 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5618 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5650 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5552 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5463 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5296 |
|