Ladenburg Thalmann Financial Services’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $301K | Sell |
27,365
-116
| -0.4% | -$1.28K | ﹤0.01% | 2202 |
|
|
2019
Q3 | $326K | Hold |
27,481
| – | – | ﹤0.01% | 2106 |
|
|
2019
Q2 | $382K | Sell |
27,481
-395
| -1% | -$5.49K | ﹤0.01% | 1960 |
|
|
2019
Q1 | $362K | Sell |
27,876
-520
| -2% | -$6.75K | ﹤0.01% | 1930 |
|
|
2018
Q4 | $221K | Sell |
28,396
-675
| -2% | -$5.25K | ﹤0.01% | 2174 |
|
|
2018
Q3 | $543K | Buy |
29,071
+100
| +0.3% | +$1.87K | ﹤0.01% | 1535 |
|
|
2018
Q2 | $412K | Hold |
28,971
| – | – | ﹤0.01% | 1693 |
|
|
2018
Q1 | $412K | Sell |
28,971
-1,435
| -5% | -$20.4K | ﹤0.01% | 1693 |
|
|
2017
Q4 | $666K | Buy |
30,406
+2,846
| +10% | +$62.3K | 0.01% | 1331 |
|
|
2017
Q3 | $612K | Sell |
27,560
-165
| -0.6% | -$3.66K | 0.01% | 1314 |
|
|
2017
Q2 | $624K | Buy |
27,725
+245
| +0.9% | +$5.51K | 0.01% | 1246 |
|
|
2017
Q1 | $656K | Sell |
27,480
-565
| -2% | -$13.5K | 0.01% | 1145 |
|
|
2016
Q4 | $621K | Buy |
28,045
+325
| +1% | +$7.2K | 0.01% | 1136 |
|
|
2016
Q3 | $598K | Buy |
27,720
+165
| +0.6% | +$3.56K | 0.01% | 1087 |
|
|
2016
Q2 | $574K | Sell |
27,555
-200
| -0.7% | -$4.17K | 0.01% | 1057 |
|
|
2016
Q1 | $548K | Sell |
27,755
-290
| -1% | -$5.73K | 0.01% | 997 |
|
|
2015
Q4 | $632K | Buy |
28,045
+845
| +3% | +$19K | 0.01% | 901 |
|
|
2015
Q3 | $632K | Buy |
27,200
+4,565
| +20% | +$106K | 0.01% | 858 |
|
|
2015
Q2 | $542K | Sell |
22,635
-290
| -1% | -$6.94K | 0.01% | 1019 |
|
|
2015
Q1 | $548K | Sell |
22,925
-4,265
| -16% | -$102K | 0.01% | 994 |
|
|
2014
Q4 | $605K | Buy |
+27,190
| New | +$605K | 0.01% | 826 |
|