FM
WHLR
Forward Management’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-554,000
| Closed | -$942K | – | 210 |
|
|
2016
Q4 | $942K | Sell |
554,000
-26,000
| -4% | -$44.2K | 0.07% | 138 |
|
|
2016
Q3 | $1.02M | Hold |
580,000
| – | – | 0.08% | 110 |
|
|
2016
Q2 | $893K | Sell |
580,000
-13,917
| -2% | -$21.4K | 0.07% | 122 |
|
|
2016
Q1 | $742K | Buy |
593,917
+10,000
| +2% | +$12.5K | 0.06% | 148 |
|
|
2015
Q4 | $1.13M | Hold |
583,917
| – | – | 0.1% | 121 |
|
|
2015
Q3 | $1.11M | Buy |
583,917
+191,874
| +49% | +$365K | 0.09% | 127 |
|
|
2015
Q2 | $796K | Buy |
+392,043
| New | +$796K | 0.05% | 210 |
|