David Kelly is CEO & President at Wheeler Real Estate Investment Trust, Inc. (WHLR). They have made 17 open-market trades across 3 companies since 2011, most recently 2019-12-30.
15 open-market purchases totalling $145K since 2013, against 2 sales. Across 14 scored buys the stock is down 9.7% at ninety days, and 10.0 points behind the S&P over the same stretch.
14 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 14% | 21% | 14% |
| Avg Move | -15.1% | -5.4% | -9.7% |
| Alpha | -11.9% | -5.5% | -10.0% |
| Scored | 14 | 14 | 14 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| WHLR | BUY | 2019-12-30 | 2019-12-31 | $1.63 | $3K | +1.2% | +2.4% | -49.3% |
| WHIR | BUY | 2018-11-14 | 2018-11-14 | $3.49 | $11K | N/A | N/A | N/A |
| WHLR | BUY | 2018-03-20 | 2018-03-22 | $3.44 | $52K | -16.0% | -15.0% | -6.8% |
| WHLR | BUY | 2017-05-18 | 2017-05-18 | $10.03 | $21K | -17.4% | +1.8% | +4.7% |
| WHLR | BUY | 2017-03-27 | 2017-04-03 | $1.73 | $1K | -6.8% | -12.7% | -31.6% |
| WHLR | BUY | 2016-12-21 | 2016-12-22 | $1.66 | $598 | +3.0% | +3.0% | +3.6% |
| WHLR | BUY | 2016-09-30 | 2016-10-03 | $1.74 | $30K | -5.6% | -11.7% | -6.7% |
| WHLR | BUY | 2015-12-15 | 2015-12-15 | $1.68 | $5K | -21.2% | -21.8% | -28.5% |
| WHLR | BUY | 2015-06-16 | 2015-06-17 | $2.19 | $986 | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2014-12-12 | 2014-12-15 | $4.01 | $221 | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2014-12-01 | 2014-12-01 | $4.27 | $555 | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2014-08-21 | 2014-08-21 | $5.10 | $1K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2014-04-01 | 2014-04-01 | $4.60 | $5K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2013-11-19 | 2013-11-19 | $4.04 | $4K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2013-08-26 | 2013-08-26 | $4.30 | $9K | -21.2% | -3.1% | -3.1% |
| RAX | SELL | 2011-12-02 | 2011-12-09 | $43.38 | $434K | -22.0% | +0.4% | +0.4% |
| RAX | SELL | 2011-06-14 | 2011-06-16 | $41.17 | $823K | -22.0% | +0.4% | +0.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.