AAM
Aureus Asset Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,697
| Closed | -$315K | – | 190 |
|
|
2017
Q1 | $315K | Buy |
1,697
+555
| +49% | +$103K | 0.05% | 129 |
|
|
2016
Q4 | $208K | Buy |
+1,142
| New | +$208K | 0.04% | 152 |
|
|
2014
Q3 | – | Sell |
-1,773
| Closed | -$247K | – | 141 |
|
|
2014
Q2 | $247K | Sell |
1,773
-310
| -15% | -$43.2K | 0.06% | 116 |
|
|
2014
Q1 | $311K | Buy |
+2,083
| New | +$311K | 0.08% | 117 |
|