WHLR
Wells Fargo’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-352
| Closed | -$55 | – | 7023 |
|
|
2024
Q1 | $55 | Buy |
352
+216
| +159% | +$34 | ﹤0.01% | 6410 |
|
|
2023
Q4 | $41 | Buy |
136
+130
| +2,167% | +$39 | ﹤0.01% | 6530 |
|
|
2023
Q3 | $19 | Sell |
6
-37
| -86% | -$117 | ﹤0.01% | 6848 |
|
|
2023
Q2 | $26 | Buy |
43
+2
| +5% | +$1 | ﹤0.01% | 6938 |
|
|
2023
Q1 | $52 | Hold |
41
| – | – | ﹤0.01% | 6781 |
|
|
2022
Q4 | $57 | Buy |
41
+1
| +3% | +$1 | ﹤0.01% | 6645 |
|
|
2022
Q3 | $0 | Sell |
40
-9
| -18% | – | ﹤0.01% | 7131 |
|
|
2022
Q2 | $0 | Buy |
49
+4
| +9% | – | ﹤0.01% | 7245 |
|
|
2022
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 7306 |
|
|
2021
Q4 | $0 | Hold |
45
| – | – | ﹤0.01% | 7288 |
|
|
2021
Q3 | $0 | Sell |
45
-6
| -12% | – | ﹤0.01% | 7202 |
|
|
2021
Q2 | $0 | Sell |
51
-1
| -2% | – | ﹤0.01% | 7085 |
|
|
2021
Q1 | $0 | Buy |
52
+3
| +6% | – | ﹤0.01% | 7012 |
|
|
2020
Q4 | $0 | Hold |
49
| – | – | ﹤0.01% | 6699 |
|
|
2020
Q3 | $0 | Sell |
49
-6
| -11% | – | ﹤0.01% | 6557 |
|
|
2020
Q2 | $0 | Hold |
55
| – | – | ﹤0.01% | 6460 |
|
|
2020
Q1 | $0 | Sell |
55
-1,508
| -96% | – | ﹤0.01% | 6426 |
|
|
2019
Q4 | $3K | Hold |
1,563
| – | – | ﹤0.01% | 5731 |
|
|
2019
Q3 | $2K | Hold |
1,563
| – | – | ﹤0.01% | 5755 |
|
|
2019
Q2 | $2K | Hold |
1,563
| – | – | ﹤0.01% | 5729 |
|
|
2019
Q1 | $2K | Buy |
1,563
+1
| +0.1% | +$1 | ﹤0.01% | 5713 |
|
|
2018
Q4 | $1K | Buy |
+1,562
| New | +$1K | ﹤0.01% | 5818 |
|
|
2018
Q3 | – | Sell |
-1
| Closed | – | – | 6076 |
|
|
2018
Q2 | $0 | Sell |
1
-9,911
| -100% | – | ﹤0.01% | 6063 |
|
|
2018
Q1 | $36K | Buy |
9,912
+1,841
| +23% | +$6.69K | ﹤0.01% | 5351 |
|
|
2017
Q4 | $81K | Buy |
8,071
+5,071
| +169% | +$50.9K | ﹤0.01% | 5141 |
|
|
2017
Q3 | $35K | Buy |
+3,000
| New | +$35K | ﹤0.01% | 5277 |
|
|
2017
Q2 | – | Sell |
-468
| Closed | -$1K | – | 5984 |
|
|
2017
Q1 | $1K | Buy |
468
+48
| +11% | +$103 | ﹤0.01% | 5774 |
|
|
2016
Q4 | $1K | Buy |
420
+103
| +32% | +$245 | ﹤0.01% | 5758 |
|
|
2016
Q3 | $1K | Sell |
317
-16
| -5% | -$50 | ﹤0.01% | 5757 |
|
|
2016
Q2 | $1K | Sell |
333
-19,783
| -98% | -$59.4K | ﹤0.01% | 5701 |
|
|
2016
Q1 | $26K | Buy |
20,116
+19,856
| +7,637% | +$25.7K | ﹤0.01% | 5223 |
|
|
2015
Q4 | $1K | Buy |
260
+80
| +44% | +$308 | ﹤0.01% | 5797 |
|
|
2015
Q3 | $0 | Buy |
180
+47
| +35% | – | ﹤0.01% | 6112 |
|
|
2015
Q2 | $0 | Sell |
133
-2,035
| -94% | – | ﹤0.01% | 6190 |
|
|
2015
Q1 | $5K | Buy |
2,168
+2,167
| +216,700% | +$5K | ﹤0.01% | 5586 |
|
|
2014
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6115 |
|
|
2014
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6089 |
|
|
2014
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6028 |
|