Osaic Holdings’s Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock WHLRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-943
| Closed | -$11.8K | – | 7345 |
|
|
2023
Q2 | $11.8K | Hold |
943
| – | – | ﹤0.01% | 5847 |
|
|
2023
Q1 | $11.8K | Buy |
943
+875
| +1,287% | +$11K | ﹤0.01% | 5852 |
|
|
2022
Q4 | $1K | Sell |
68
-875
| -93% | -$12.9K | ﹤0.01% | 6903 |
|
|
2022
Q3 | $11K | Hold |
943
| – | – | ﹤0.01% | 5956 |
|
|
2022
Q2 | $13K | Buy |
943
+875
| +1,287% | +$12.1K | ﹤0.01% | 5902 |
|
|
2022
Q1 | $1K | Sell |
68
-807
| -92% | -$11.9K | ﹤0.01% | 6943 |
|
|
2021
Q4 | $13K | Buy |
+875
| New | +$13K | ﹤0.01% | 6063 |
|
|
2020
Q4 | – | Sell |
-875
| Closed | -$13K | – | 6459 |
|
|
2020
Q3 | $13K | Hold |
875
| – | – | ﹤0.01% | 5128 |
|
|
2020
Q2 | $10K | Hold |
875
| – | – | ﹤0.01% | 5152 |
|
|
2020
Q1 | $8K | Buy |
+875
| New | +$8K | ﹤0.01% | 5100 |
|