Nexpoint Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $591K | Hold |
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|
2023
Q1 | $594K | Hold |
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|
2022
Q4 | $607K | Hold |
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|
2022
Q3 | $550K | Hold |
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|
2022
Q2 | $627K | Hold |
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|
2022
Q1 | $681K | Hold |
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|
2021
Q4 | $719K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $911K | Hold |
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|
2020
Q1 | $653K | Hold |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $442K | Buy |
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