Magnolia Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-327,662
| Closed | -$3.44M | – | 13 |
|
|
2023
Q3 | $3.44M | Hold |
327,662
| – | – | 0.55% | 13 |
|
|
2023
Q2 | $4.1M | Hold |
327,662
| – | – | 0.59% | 12 |
|
|
2023
Q1 | $4.12M | Hold |
327,662
| – | – | 0.6% | 13 |
|
|
2022
Q4 | $4.2M | Hold |
327,662
| – | – | 0.57% | 11 |
|
|
2022
Q3 | $3.82M | Hold |
327,662
| – | – | 0.58% | 11 |
|
|
2022
Q2 | $4.34M | Hold |
327,662
| – | – | 0.64% | 10 |
|
|
2022
Q1 | $4.72M | Buy |
+327,662
| New | +$4.72M | 0.65% | 11 |
|