KIA
WHLRD

KCM Investment Advisors’s Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock WHLRD Stock Holding History

KCM Investment Advisors’s Portfolio WHLRD Stock Details WHLRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,064
Closed -$370K – 538
2017
Q2 		$370K Buy
16,064
+292
+2% +$6.73K 0.02% 405
2017
Q1 		$410K Sell
15,772
-1,178
-7% -$30.6K 0.03% 389
2016
Q4 		$398K Buy
16,950
+650
+4% +$15.3K 0.03% 392
2016
Q3 		$416K Buy
+16,300
New +$416K 0.03% 397