Rational Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,900
| Closed | -$83K | – | 591 |
|
|
2019
Q1 | $83K | Hold |
5,900
| – | – | 0.02% | 279 |
|
|
2018
Q4 | $57K | Sell |
5,900
-5,200
| -47% | -$50.2K | 0.02% | 273 |
|
|
2018
Q3 | $233K | Sell |
11,100
-10,000
| -47% | -$210K | 0.06% | 188 |
|
|
2018
Q2 | $392K | Sell |
21,100
-500
| -2% | -$9.29K | 0.18% | 149 |
|
|
2018
Q1 | $338K | Buy |
+21,600
| New | +$338K | 0.16% | 173 |
|