WHLR
Dimensional Fund Advisors’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,939
| Closed | -$12K | – | 3360 |
|
|
2020
Q1 | $12K | Hold |
11,939
| – | – | ﹤0.01% | 3369 |
|
|
2019
Q4 | $20K | Hold |
11,939
| – | – | ﹤0.01% | 3372 |
|
|
2019
Q3 | $19K | Hold |
11,939
| – | – | ﹤0.01% | 3413 |
|
|
2019
Q2 | $17K | Hold |
11,939
| – | – | ﹤0.01% | 3456 |
|
|
2019
Q1 | $18K | Sell |
11,939
-32,702
| -73% | -$49.3K | ﹤0.01% | 3439 |
|
|
2018
Q4 | $40K | Sell |
44,641
-1,960
| -4% | -$1.76K | ﹤0.01% | 3408 |
|
|
2018
Q3 | $199K | Buy |
46,601
+4,202
| +10% | +$17.9K | ﹤0.01% | 3312 |
|
|
2018
Q2 | $171K | Hold |
42,399
| – | – | ﹤0.01% | 3266 |
|
|
2018
Q1 | $152K | Buy |
42,399
+4,610
| +12% | +$16.5K | ﹤0.01% | 3257 |
|
|
2017
Q4 | $377K | Buy |
37,789
+5,749
| +18% | +$57.4K | ﹤0.01% | 3132 |
|
|
2017
Q3 | $370K | Buy |
32,040
+16,508
| +106% | +$191K | ﹤0.01% | 3142 |
|
|
2017
Q2 | $159K | Buy |
+15,532
| New | +$159K | ﹤0.01% | 3218 |
|