Morgan Stanley’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6.83M | Hold |
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|
2020
Q2 | $5.26M | Hold |
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|
2020
Q1 | $4.06M | Hold |
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|
2019
Q4 | $6.84M | Buy |
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|
2019
Q3 | $2.27M | Buy |
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|
2019
Q2 | $2.55M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $63K | Hold |
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|
2018
Q3 | $134K | Hold |
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|
2018
Q2 | $121K | Hold |
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|
2018
Q1 | $101K | Buy |
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|
2017
Q4 | $120K | Buy |
|