Osaic Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $610 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $32.4K | Buy |
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|
2023
Q4 | $25.7K | Sell |
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|
2023
Q3 | $30.3K | Sell |
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|
2023
Q2 | $32.7K | Sell |
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|
2023
Q1 | $33.4K | Hold |
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|
2022
Q4 | $32K | Sell |
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|
2022
Q3 | $50K | Sell |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $184K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $259K | Hold |
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|
2020
Q2 | $187K | Sell |
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|
2020
Q1 | $174K | Buy |
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