UBS Group’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
Q2 | – | Sell |
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|
2023
Q1 | $9.35K | Buy |
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|
2022
Q4 | $5.02K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $23K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $67K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $10K | Sell |
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|
2019
Q4 | $17K | Buy |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $31K | Buy |
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|
2019
Q1 | $16K | Buy |
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|
2018
Q4 | $6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | $15K | Sell |
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|
2017
Q4 | $23K | Sell |
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|
2017
Q3 | $31K | Sell |
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|
2017
Q2 | $48K | Buy |
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|
2017
Q1 | $47K | Buy |
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|
2016
Q4 | $29K | Buy |
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