Abner Herrman & Brock’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-60,198
| Closed | -$8.8M | – | 134 |
|
|
2018
Q2 | $8.8M | Buy |
60,198
+24,788
| +70% | +$3.62M | 1.37% | 31 |
|
|
2018
Q1 | $5.42M | Buy |
35,410
+4,446
| +14% | +$681K | 0.86% | 41 |
|
|
2017
Q4 | $5.22M | Sell |
30,964
-739
| -2% | -$125K | 0.88% | 43 |
|
|
2017
Q3 | $5.85M | Buy |
31,703
+8,896
| +39% | +$1.64M | 1.04% | 41 |
|
|
2017
Q2 | $4.37M | Buy |
22,807
+2,186
| +11% | +$419K | 0.83% | 44 |
|
|
2017
Q1 | $3.53M | Buy |
+20,621
| New | +$3.53M | 0.7% | 51 |
|