Adell Harriman & Carpenter’s Whirlpool WHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$226K Sell
2018
Q1
$294K Sell
2017
Q4
$329K Sell
2017
Q3
$511K Sell
2017
Q2
$577K Sell
2017
Q1
$757K Sell
2016
Q4
$1.03M Buy
2016
Q3
$856K Sell
2016
Q2
$942K Hold
2016
Q1
$1.02M Buy
2015
Q4
$538K Sell
2015
Q3
$1.31M Sell
2015
Q2
$1.84M Sell
2015
Q1
$2.21M Buy
2014
Q4
$1.96M Sell
2014
Q3
$1.62M Hold
2014
Q2
$1.62M Buy
2014
Q1
$1.05M Buy
2013
Q4
$573K Buy
2013
Q3
$329K Buy