Morgan Stanley’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-322
| Closed | -$2K | – | 8134 |
|
|
2021
Q4 | $2K | Buy |
+322
| New | +$2K | ﹤0.01% | 7807 |
|
|
2020
Q4 | – | Sell |
-79,642
| Closed | -$782K | – | 7123 |
|
|
2020
Q3 | $782K | Hold |
79,642
| – | – | ﹤0.01% | 4379 |
|
|
2020
Q2 | $573K | Hold |
79,642
| – | – | ﹤0.01% | 4526 |
|
|
2020
Q1 | $511K | Hold |
79,642
| – | – | ﹤0.01% | 4354 |
|
|
2019
Q4 | $865K | Buy |
+79,642
| New | +$865K | ﹤0.01% | 4616 |
|
|
2019
Q1 | – | Sell |
-1,800
| Closed | -$14K | – | 6718 |
|
|
2018
Q4 | $14K | Hold |
1,800
| – | – | ﹤0.01% | 6094 |
|
|
2018
Q3 | $33K | Hold |
1,800
| – | – | ﹤0.01% | 5999 |
|
|
2018
Q2 | $28K | Hold |
1,800
| – | – | ﹤0.01% | 6066 |
|
|
2018
Q1 | $26K | Buy |
+1,800
| New | +$26K | ﹤0.01% | 6074 |
|
|
2016
Q3 | – | Sell |
-4,200
| Closed | -$88K | – | 6573 |
|
|
2016
Q2 | $88K | Sell |
4,200
-400
| -9% | -$8.38K | ﹤0.01% | 5295 |
|
|
2016
Q1 | $91K | Hold |
4,600
| – | – | ﹤0.01% | 5359 |
|
|
2015
Q4 | $104K | Buy |
+4,600
| New | +$104K | ﹤0.01% | 5385 |
|