Osaic Holdings’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 | $11.8K | Hold |
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|
2023
Q1 | $11.8K | Buy |
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|
2022
Q4 | $1K | Sell |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $13K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Buy |
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