Orinda Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $706K | Sell |
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|
2018
Q3 | $3.31M | Sell |
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|
2018
Q2 | $3.38M | Sell |
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|
2018
Q1 | $3.44M | Buy |
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|
2017
Q4 | $5.15M | Buy |
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|
2017
Q3 | $5.23M | Sell |
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|
2017
Q2 | $5.47M | Sell |
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|
2017
Q1 | $5.88M | Buy |
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|
2016
Q4 | $5.36M | Hold |
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|
2016
Q3 | $5.21M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $289K | Buy |
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