Lowe Wealth Advisors’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
2025 Q1	–	Sell	-700	Closed	-$2.14K	–	387
2024 Q4	$2.14K	Hold	700	–	–	﹤0.01%	322
2024 Q3	$1.68K	Hold	700	–	–	﹤0.01%	282
2024 Q2	$1.58K	Hold	700	–	–	﹤0.01%	281
2024 Q1	$1.14K	Hold	700	–	–	﹤0.01%	279
2023 Q4	$910	Hold	700	–	–	﹤0.01%	285
2023 Q3	$1.05K	Sell	700 -200	-22%	-$300	﹤0.01%	277
2023 Q2	$1.44K	Hold	900	–	–	﹤0.01%	309
2023 Q1	$1.45K	Hold	900	–	–	﹤0.01%	303
2022 Q4	$1.37K	Hold	900	–	–	﹤0.01%	308
2022 Q3	$2K	Hold	900	–	–	﹤0.01%	303
2022 Q2	$4K	Hold	900	–	–	﹤0.01%	250
2022 Q1	$6K	Hold	900	–	–	﹤0.01%	236
2021 Q4	$6K	Hold	900	–	–	﹤0.01%	224
2021 Q3	$9K	Hold	900	–	–	﹤0.01%	199
2021 Q2	$14K	Hold	900	–	–	0.01%	165
2021 Q1	$10K	Hold	900	–	–	0.01%	183
2020 Q4	$12K	Hold	900	–	–	0.01%	167
2020 Q3	$9K	Hold	900	–	–	0.01%	170
2020 Q2	$6K	Hold	900	–	–	﹤0.01%	181
2020 Q1	$6K	Sell	900 -700	-44%	-$4.67K	﹤0.01%	185
2019 Q4	$18K	Hold	1,600	–	–	0.01%	123
2019 Q3	$19K	Hold	1,600	–	–	0.01%	115
2019 Q2	$22K	Hold	1,600	–	–	0.01%	116
2019 Q1	$20K	Hold	1,600	–	–	0.01%	111
2018 Q4	$12K	Hold	1,600	–	–	0.01%	128
2018 Q3	$30K	Buy	+1,600	New	+$30K	0.02%	93