IAA
WHLRP

Independent Advisor Alliance’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History

Independent Advisor Alliance’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-41,491
Closed -$569K – 377
2018
Q1 		$569K Buy
41,491
+12,391
+43% +$170K 0.13% 171
2017
Q4 		$546K Buy
+29,100
New +$546K 0.12% 173