RMR Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $820K | Hold |
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|
2020
Q1 | $624K | Hold |
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|
2019
Q4 | $1.06M | Hold |
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|
2019
Q3 | $1.01M | Hold |
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|
2019
Q2 | $1.11M | Hold |
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|
2019
Q1 | $1M | Hold |
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|
2018
Q4 | $688K | Hold |
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|
2018
Q3 | $1.5M | Hold |
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|
2018
Q2 | $1.32M | Hold |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $968K | Hold |
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|
2017
Q1 | $1.09M | Hold |
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|
2016
Q4 | $987K | Buy |
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|
2016
Q3 | $510K | Buy |
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