Alethea Capital Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,735
| Closed | -$424K | – | 79 |
|
|
2022
Q2 | $424K | Buy |
+2,735
| New | +$424K | 0.53% | 21 |
|
|
2021
Q2 | – | Sell |
-4,009
| Closed | -$883K | – | 106 |
|
|
2021
Q1 | $883K | Buy |
+4,009
| New | +$883K | 0.54% | 23 |
|
|
2020
Q2 | – | Sell |
-5,235
| Closed | -$449K | – | 104 |
|
|
2020
Q1 | $449K | Buy |
+5,235
| New | +$449K | 0.29% | 40 |
|
|
2019
Q3 | – | Sell |
-3,958
| Closed | -$563K | – | 102 |
|
|
2019
Q2 | $563K | Buy |
+3,958
| New | +$563K | 0.37% | 38 |
|
|
2017
Q3 | – | Sell |
-4,632
| Closed | -$888K | – | 100 |
|
|
2017
Q2 | $888K | Buy |
+4,632
| New | +$888K | 1.01% | 33 |
|
|
2016
Q4 | – | Sell |
-2,876
| Closed | -$466K | – | 89 |
|
|
2016
Q3 | $466K | Buy |
+2,876
| New | +$466K | 0.65% | 43 |
|