Ascent Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,235
| Closed | -$208K | – | 127 |
|
|
2017
Q4 | $208K | Hold |
1,235
| – | – | 0.08% | 115 |
|
|
2017
Q3 | $228K | Hold |
1,235
| – | – | 0.09% | 115 |
|
|
2017
Q2 | $237K | Hold |
1,235
| – | – | 0.1% | 109 |
|
|
2017
Q1 | $212K | Hold |
1,235
| – | – | 0.1% | 114 |
|
|
2016
Q4 | $224K | Hold |
1,235
| – | – | 0.11% | 111 |
|
|
2016
Q3 | $200K | Hold |
1,235
| – | – | 0.1% | 115 |
|
|
2016
Q2 | $206K | Hold |
1,235
| – | – | 0.11% | 111 |
|
|
2016
Q1 | $223K | Buy |
+1,235
| New | +$223K | 0.12% | 100 |
|
|
2015
Q3 | – | Sell |
-1,200
| Closed | -$208K | – | 116 |
|
|
2015
Q2 | $208K | Hold |
1,200
| – | – | 0.11% | 111 |
|
|
2015
Q1 | $242K | Hold |
1,200
| – | – | 0.13% | 101 |
|
|
2014
Q4 | $232K | Buy |
+1,200
| New | +$232K | 0.14% | 106 |
|