Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $23K | Sell |
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|
2017
Q2 | $26K | Sell |
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|
2017
Q1 | $259K | Buy |
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