APWA
Atlas Private Wealth Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,286
| Closed | -$1.64M | – | 192 |
|
|
2023
Q3 | $1.64M | Hold |
12,286
| – | – | 0.31% | 56 |
|
|
2023
Q2 | $1.83M | Buy |
12,286
+6,143
| +100% | +$914K | 0.37% | 50 |
|
|
2023
Q1 | $811K | Buy |
6,143
+1,779
| +41% | +$235K | 0.37% | 55 |
|
|
2022
Q4 | $617K | Sell |
4,364
-24
| -0.5% | -$3.4K | 0.33% | 66 |
|
|
2022
Q3 | $592K | Buy |
4,388
+229
| +6% | +$30.9K | 0.36% | 66 |
|
|
2022
Q2 | $644K | Buy |
4,159
+14
| +0.3% | +$2.17K | 0.39% | 66 |
|
|
2022
Q1 | $716K | Buy |
+4,145
| New | +$716K | 0.32% | 69 |
|