Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-18,700
| Closed | -$179K | – | 2193 |
|
|
2020
Q3 | $179K | Hold |
18,700
| – | – | ﹤0.01% | 1677 |
|
|
2020
Q2 | $129K | Hold |
18,700
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q1 | $115K | Hold |
18,700
| – | – | ﹤0.01% | 1484 |
|
|
2019
Q4 | $206K | Hold |
18,700
| – | – | ﹤0.01% | 1609 |
|
|
2019
Q3 | $222K | Hold |
18,700
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q2 | $260K | Hold |
18,700
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q1 | $243K | Hold |
18,700
| – | – | ﹤0.01% | 1450 |
|
|
2018
Q4 | $145K | Hold |
18,700
| – | – | ﹤0.01% | 1564 |
|
|
2018
Q3 | $349K | Hold |
18,700
| – | – | ﹤0.01% | 1294 |
|
|
2018
Q2 | $301K | Hold |
18,700
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q1 | $266K | Sell |
18,700
-2,919
| -14% | -$41.5K | ﹤0.01% | 1407 |
|
|
2017
Q4 | $473K | Hold |
21,619
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q3 | $480K | Hold |
21,619
| – | – | ﹤0.01% | 1066 |
|
|
2017
Q2 | $486K | Hold |
21,619
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q1 | $516K | Buy |
21,619
+400
| +2% | +$9.55K | ﹤0.01% | 966 |
|
|
2016
Q4 | $470K | Hold |
21,219
| – | – | ﹤0.01% | 948 |
|
|
2016
Q3 | $458K | Hold |
21,219
| – | – | ﹤0.01% | 935 |
|
|
2016
Q2 | $446K | Hold |
21,219
| – | – | ﹤0.01% | 833 |
|
|
2016
Q1 | $419K | Buy |
+21,219
| New | +$419K | ﹤0.01% | 823 |
|