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Alethea Capital Management’s Whirlpool WHR Stock Holding History

Alethea Capital Management’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,735
Closed -$424K – 79
2022
Q2 		$424K Buy
+2,735
New +$476K 0.53% 21
2021
Q2 		– Sell
-4,009
Closed -$883K – 111
2021
Q1 		$883K Buy
+4,009
New +$796K 0.54% 23
2020
Q2 		– Sell
-5,235
Closed -$449K – 110
2020
Q1 		$449K Buy
+5,235
New +$688K 0.29% 40
2019
Q3 		– Sell
-3,958
Closed -$563K – 104
2019
Q2 		$563K Buy
+3,958
New +$531K 0.37% 38
2017
Q3 		– Sell
-4,632
Closed -$888K – 105
2017
Q2 		$888K Buy
+4,632
New +$847K 1.01% 33
2016
Q4 		– Sell
-2,876
Closed -$466K – 93
2016
Q3 		$466K Buy
+2,876
New +$509K 0.65% 43

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