Forward Management’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $483K | Sell |
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|
2018
Q3 | $2.1M | Hold |
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|
2018
Q2 | $1.86M | Sell |
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|
2018
Q1 | $2.35M | Sell |
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|
2017
Q4 | $4.02M | Hold |
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|
2017
Q3 | $4.5M | Hold |
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|
2017
Q2 | $4.61M | Hold |
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|
2017
Q1 | $5.2M | Hold |
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|
2016
Q4 | $4.7M | Hold |
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|
2016
Q3 | $5.1M | Buy |
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