AIA
Avalon Investment & Advisory’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-112,514
| Closed | -$9.65M | – | 347 |
|
|
2020
Q1 | $9.65M | Buy |
112,514
+7,405
| +7% | +$635K | 0.25% | 115 |
|
|
2019
Q4 | $15.5M | Buy |
105,109
+3,493
| +3% | +$515K | 0.32% | 100 |
|
|
2019
Q3 | $16.1M | Buy |
101,616
+3,239
| +3% | +$513K | 0.36% | 96 |
|
|
2019
Q2 | $14M | Buy |
98,377
+3,652
| +4% | +$520K | 0.31% | 114 |
|
|
2019
Q1 | $12.6M | Buy |
+94,725
| New | +$12.6M | 0.29% | 118 |
|