SSG
WHLRD

Summit Securities Group’s Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock WHLRD Stock Holding History

Summit Securities Group’s Portfolio WHLRD Stock Details WHLRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,086
Closed -$14K – 1119
2022
Q4 		$14K Buy
+1,086
New +$14K ﹤0.01% 750