Diligent Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,093
| Closed | -$120K | – | 226 |
|
|
2019
Q3 | $120K | Hold |
10,093
| – | – | 0.06% | 206 |
|
|
2019
Q2 | $140K | Sell |
10,093
-100
| -1% | -$1.39K | 0.07% | 209 |
|
|
2019
Q1 | $133K | Hold |
10,193
| – | – | 0.08% | 190 |
|
|
2018
Q4 | $79K | Sell |
10,193
-50
| -0.5% | -$388 | 0.05% | 181 |
|
|
2018
Q3 | $191K | Hold |
10,243
| – | – | 0.1% | 186 |
|
|
2018
Q2 | $165K | Sell |
10,243
-500
| -5% | -$8.05K | 0.1% | 184 |
|
|
2018
Q1 | $153K | Sell |
10,743
-600
| -5% | -$8.55K | 0.09% | 185 |
|
|
2017
Q4 | $248K | Sell |
11,343
-36,887
| -76% | -$806K | 0.16% | 159 |
|
|
2017
Q3 | $1.07M | Sell |
48,230
-45
| -0.1% | -$998 | 0.78% | 35 |
|
|
2017
Q2 | $1.09M | Sell |
48,275
-1,400
| -3% | -$31.5K | 0.77% | 40 |
|
|
2017
Q1 | $1.19M | Sell |
49,675
-1,200
| -2% | -$28.8K | 0.91% | 30 |
|
|
2016
Q4 | $1.12M | Buy |
50,875
+840
| +2% | +$18.5K | 0.89% | 32 |
|
|
2016
Q3 | $1.08M | Buy |
+50,035
| New | +$1.08M | 0.87% | 34 |
|