Orinda 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.65M | Sell |
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|
2018
Q4 | $2.52M | Sell |
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2018
Q3 | $6.7M | Sell |
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|
2018
Q2 | $6.14M | Sell |
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|
2018
Q1 | $5.64M | Buy |
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|
2017
Q4 | $6.28M | Sell |
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|
2017
Q3 | $7.26M | Sell |
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|
2017
Q2 | $7.44M | Buy |
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|
2017
Q1 | $8.32M | Sell |
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|
2016
Q4 | $7.54M | Buy |
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|
2016
Q3 | $5.8M | Buy |
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