Avalon Trust’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,500
| Closed | -$256K | – | 329 |
|
|
2024
Q2 | $256K | Hold |
2,500
| – | – | 0.02% | 111 |
|
|
2024
Q1 | $299K | Hold |
2,500
| – | – | 0.02% | 113 |
|
|
2023
Q4 | $304K | Hold |
2,500
| – | – | 0.03% | 103 |
|
|
2023
Q3 | $334K | Sell |
2,500
-1,500
| -38% | -$201K | 0.03% | 93 |
|
|
2023
Q2 | $595K | Sell |
4,000
-2,500
| -38% | -$372K | 0.05% | 79 |
|
|
2023
Q1 | $858K | Buy |
+6,500
| New | +$858K | 0.09% | 71 |
|