Steamboat Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $4.84M | Sell |
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|
2023
Q1 | $4.91M | Hold |
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|
2022
Q4 | $5.04M | Hold |
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|
2022
Q3 | $4.56M | Sell |
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|
2022
Q2 | $5.32M | Hold |
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|
2022
Q1 | $5.7M | Hold |
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|
2021
Q4 | $6.02M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $12.5M | Hold |
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|
2020
Q3 | $10.5M | Hold |
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|
2020
Q2 | $8.05M | Hold |
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|
2020
Q1 | $6.12M | Buy |
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|
2019
Q4 | $8.71M | Sell |
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|
2019
Q3 | $9.07M | Buy |
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|
2019
Q2 | $9.32M | Buy |
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|
2019
Q1 | $5.03M | Buy |
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|
2018
Q4 | $1.75M | Buy |
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