Steamboat Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $1.11M | Hold |
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|
2022
Q1 | $1.5M | Hold |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6.24M | Hold |
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|
2020
Q3 | $4.58M | Hold |
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|
2020
Q2 | $3.45M | Sell |
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|
2020
Q1 | $3.18M | Buy |
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|
2019
Q4 | $5.59M | Sell |
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|
2019
Q3 | $6.35M | Buy |
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|
2019
Q2 | $7.19M | Buy |
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|
2019
Q1 | $4.64M | Buy |
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|
2018
Q4 | $448K | Buy |
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