Alpha Cubed Investments’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,737
| Closed | -$642K | – | 354 |
|
|
2021
Q4 | $642K | Hold |
2,737
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $558K | Buy |
+2,737
| New | +$558K | 0.04% | 153 |
|
|
2015
Q4 | – | Sell |
-10,757
| Closed | -$1.72M | – | 190 |
|
|
2015
Q3 | $1.72M | Sell |
10,757
-331
| -3% | -$53K | 0.45% | 56 |
|
|
2015
Q2 | $1.92M | Buy |
11,088
+1,531
| +16% | +$265K | 0.51% | 58 |
|
|
2015
Q1 | $1.93M | Buy |
9,557
+1,392
| +17% | +$281K | 0.6% | 50 |
|
|
2014
Q4 | $1.58M | Sell |
8,165
-10,871
| -57% | -$2.11M | 0.62% | 51 |
|
|
2014
Q3 | $2.77M | Buy |
19,036
+868
| +5% | +$126K | 1.31% | 21 |
|
|
2014
Q2 | $2.53M | Sell |
18,168
-5,316
| -23% | -$740K | 1.13% | 25 |
|
|
2014
Q1 | $3.51M | Buy |
+23,484
| New | +$3.51M | 1.82% | 9 |
|