Morgan Stanley’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP 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 | $2K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $782K | Hold |
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|
2020
Q2 | $573K | Hold |
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|
2020
Q1 | $511K | Hold |
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|
2019
Q4 | $865K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $33K | Hold |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $26K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $88K | Sell |
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|
2016
Q1 | $91K | Hold |
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|
2015
Q4 | $104K | Buy |
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