Kennedy Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $2.45M | Sell |
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|
2020
Q4 | $2.48M | Hold |
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|
2020
Q3 | $2.07M | Buy |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $752K | Hold |
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|
2019
Q3 | $711K | Hold |
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|
2019
Q2 | $741K | Sell |
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|
2019
Q1 | $2.77M | Sell |
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|
2018
Q4 | $2.19M | Buy |
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|
2018
Q3 | $3.57M | Buy |
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|
2018
Q2 | $3.1M | Buy |
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|
2018
Q1 | $2.52M | Buy |
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