Wealth Enhancement Advisory Services’s RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest RPT.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,843
Closed -$277K 2601
2023
Q4
$277K Buy
+4,843
New +$255K ﹤0.01% 1873

Wealth Enhancement Advisory Services's RPT.PRD Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) in Q1 2024, closing a stake of 4,843 shares — an estimated $277K sold.

Wealth Enhancement Advisory Services first reported a position in RPT.PRD in Q4 2023 and held it in 1 quarter. The position peaked at $277K in Q4 2023. 0 funds tracked by Wall St. Rank hold RPT.PRD as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,843 RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest shares in Q1 2024, an estimated $277K.
  • Wealth Enhancement Advisory Services first reported a position in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in Q4 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest position peaked at $277K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.