AOWM
Alpha Omega Wealth Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-234
| Closed | -$33K | – | 552 |
|
|
2019
Q2 | $33K | Hold |
234
| – | – | 0.01% | 299 |
|
|
2019
Q1 | $31K | Hold |
234
| – | – | 0.01% | 303 |
|
|
2018
Q4 | $25K | Hold |
234
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $28K | Buy |
234
+97
| +71% | +$11.6K | 0.01% | 283 |
|
|
2018
Q2 | $20K | Sell |
137
-16,272
| -99% | -$2.38M | 0.01% | 316 |
|
|
2018
Q1 | $2.51M | Buy |
16,409
+1,071
| +7% | +$164K | 1.26% | 36 |
|
|
2017
Q4 | $2.59M | Buy |
15,338
+203
| +1% | +$34.2K | 1.27% | 34 |
|
|
2017
Q3 | $2.79M | Buy |
15,135
+253
| +2% | +$46.7K | 1.39% | 31 |
|
|
2017
Q2 | $2.85M | Buy |
14,882
+409
| +3% | +$78.4K | 1.47% | 30 |
|
|
2017
Q1 | $2.48M | Sell |
14,473
-54
| -0.4% | -$9.25K | 1.32% | 31 |
|
|
2016
Q4 | $2.64M | Buy |
14,527
+357
| +3% | +$64.9K | 1.4% | 30 |
|
|
2016
Q3 | $2.3M | Buy |
14,170
+2,319
| +20% | +$376K | 1.83% | 29 |
|
|
2016
Q2 | $1.98M | Buy |
11,851
+5,335
| +82% | +$889K | 1.67% | 30 |
|
|
2016
Q1 | $1.18M | Buy |
+6,516
| New | +$1.18M | 0.98% | 37 |
|