Ladenburg Thalmann Financial Services’s Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock WHLRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $13K | Hold |
875
| – | – | ﹤0.01% | 4379 |
|
|
2019
Q3 | $12K | Hold |
875
| – | – | ﹤0.01% | 4320 |
|
|
2019
Q2 | $13K | Hold |
875
| – | – | ﹤0.01% | 4322 |
|
|
2019
Q1 | $12K | Sell |
875
-125
| -13% | -$1.71K | ﹤0.01% | 4294 |
|
|
2018
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 4295 |
|
|
2018
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 3877 |
|
|
2018
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 3973 |
|
|
2018
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 3973 |
|
|
2017
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 3808 |
|
|
2017
Q3 | $23K | Sell |
1,000
-125
| -11% | -$2.88K | ﹤0.01% | 3603 |
|
|
2017
Q2 | $26K | Sell |
1,125
-8,875
| -89% | -$205K | ﹤0.01% | 3449 |
|
|
2017
Q1 | $259K | Buy |
+10,000
| New | +$259K | ﹤0.01% | 1729 |
|