FM
WHLRP
Forward Management’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-60,622
| Closed | -$788K | – | 49 |
|
|
2019
Q1 | $788K | Sell |
60,622
-316,297
| -84% | -$4.11M | 0.12% | 38 |
|
|
2018
Q4 | $2.93M | Sell |
376,919
-11,200
| -3% | -$87.2K | 0.9% | 21 |
|
|
2018
Q3 | $7.21M | Hold |
388,119
| – | – | 1.22% | 21 |
|
|
2018
Q2 | $6.24M | Buy |
388,119
+10
| +0% | +$161 | 1.03% | 23 |
|
|
2018
Q1 | $5.57M | Sell |
388,109
-1,891
| -0.5% | -$27.1K | 0.81% | 23 |
|
|
2017
Q4 | $8.35M | Hold |
390,000
| – | – | 0.94% | 28 |
|
|
2017
Q3 | $8.66M | Hold |
390,000
| – | – | 0.97% | 26 |
|
|
2017
Q2 | $8.72M | Hold |
390,000
| – | – | 0.74% | 29 |
|
|
2017
Q1 | $9.4M | Hold |
390,000
| – | – | 0.79% | 31 |
|
|
2016
Q4 | $8.63M | Hold |
390,000
| – | – | 0.6% | 43 |
|
|
2016
Q3 | $8.39M | Buy |
+390,000
| New | +$8.39M | 0.64% | 31 |
|