Wells Fargo’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,969
| Closed | -$89K | – | 6559 |
|
|
2020
Q2 | $89K | Sell |
12,969
-2,700
| -17% | -$18.5K | ﹤0.01% | 5060 |
|
|
2020
Q1 | $97K | Hold |
15,669
| – | – | ﹤0.01% | 4882 |
|
|
2019
Q4 | $172K | Hold |
15,669
| – | – | ﹤0.01% | 4872 |
|
|
2019
Q3 | $186K | Buy |
+15,669
| New | +$186K | ﹤0.01% | 4812 |
|
|
2019
Q1 | – | Sell |
-9,400
| Closed | -$73K | – | 6122 |
|
|
2018
Q4 | $73K | Hold |
9,400
| – | – | ﹤0.01% | 5154 |
|
|
2018
Q3 | $175K | Buy |
+9,400
| New | +$175K | ﹤0.01% | 4887 |
|