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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$370K Buy
2017
Q1
$410K Sell
2016
Q4
$398K Buy
2016
Q3
$416K Buy