1834 Investment Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,525
| Closed | -$163K | – | 432 |
|
|
2018
Q4 | $163K | Sell |
1,525
-528
| -26% | -$56.4K | 0.03% | 197 |
|
|
2018
Q3 | $244K | Sell |
2,053
-42
| -2% | -$4.99K | 0.04% | 176 |
|
|
2018
Q2 | $306K | Sell |
2,095
-1,250
| -37% | -$183K | 0.05% | 153 |
|
|
2018
Q1 | $512K | Sell |
3,345
-20,492
| -86% | -$3.14M | 0.09% | 119 |
|
|
2017
Q4 | $4.02M | Buy |
23,837
+3,059
| +15% | +$516K | 0.63% | 56 |
|
|
2017
Q3 | $3.83M | Buy |
20,778
+16,969
| +445% | +$3.13M | 0.72% | 53 |
|
|
2017
Q2 | $730K | Buy |
3,809
+1
| +0% | +$192 | 0.14% | 100 |
|
|
2017
Q1 | $653K | Buy |
3,808
+260
| +7% | +$44.6K | 0.13% | 109 |
|
|
2016
Q4 | $645K | Sell |
3,548
-429
| -11% | -$78K | 0.13% | 107 |
|
|
2016
Q3 | $645K | Sell |
3,977
-18,116
| -82% | -$2.94M | 0.14% | 105 |
|
|
2016
Q2 | $3.68M | Buy |
+22,093
| New | +$3.68M | 0.8% | 44 |
|