GSWM
WHLRP

Golden State Wealth Management’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History

Golden State Wealth Management’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,630
Closed -$150K – 947
2019
Q3 		$150K Sell
12,630
-16,069
-56% -$191K 0.05% 243
2019
Q2 		$398K Hold
28,699
– – 0.13% 140
2019
Q1 		$373K Buy
+28,699
New +$373K 0.12% 144