Stilwell Value’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.18M | Hold |
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|
2023
Q2 | $2.6M | Buy |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.11M | Hold |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.24M | Hold |
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|
2021
Q4 | $1.31M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.03M | Hold |
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|
2020
Q2 | $815K | Buy |
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|
2020
Q1 | $523K | Buy |
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|
2019
Q4 | $749K | Hold |
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|
2019
Q3 | $709K | Hold |
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|
2019
Q2 | $752K | Hold |
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|
2019
Q1 | $701K | Buy |
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|
2018
Q4 | $290K | Buy |
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|
2018
Q3 | $532K | Hold |
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|
2018
Q2 | $471K | Buy |
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