JPMorgan Chase & Co’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$3 | – | 6640 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6370 |
|
|
2024
Q3 | – | Hold |
0
| – | -$16 | – | 6516 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6158 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6703 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.19K | – | 6749 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5664 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4850 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4886 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4923 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4959 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5001 |
|
|
2017
Q4 | – | Hold |
0
| – | -$3K | – | 4739 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 4179 |
|
|
2017
Q2 | – | Hold |
0
| – | -$250K | – | 4532 |
|
|
2017
Q1 | – | Hold |
0
| – | -$12K | – | 3411 |
|
|
2016
Q4 | – | Hold |
0
| – | -$21K | – | 4236 |
|
|
2016
Q3 | – | Hold |
0
| – | -$47K | – | 3742 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 3556 |
|