B. Metzler seel. Sohn & Co’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,100
| Closed | -$256K | – | 779 |
|
|
2023
Q4 | $256K | Sell |
2,100
-1,048
| -33% | -$128K | ﹤0.01% | 708 |
|
|
2023
Q3 | $421K | Sell |
3,148
-6,890
| -69% | -$921K | 0.01% | 602 |
|
|
2023
Q2 | $1.49M | Buy |
10,038
+3,890
| +63% | +$579K | 0.02% | 420 |
|
|
2023
Q1 | $812K | Hold |
6,148
| – | – | 0.01% | 477 |
|
|
2022
Q4 | $870K | Hold |
6,148
| – | – | 0.01% | 455 |
|
|
2022
Q3 | $829K | Hold |
6,148
| – | – | 0.02% | 458 |
|
|
2022
Q2 | $952K | Buy |
+6,148
| New | +$952K | 0.02% | 445 |
|
|
2022
Q1 | – | Sell |
-2,256
| Closed | -$525K | – | 793 |
|
|
2021
Q4 | $525K | Sell |
2,256
-508
| -18% | -$118K | 0.01% | 553 |
|
|
2021
Q3 | $563K | Hold |
2,764
| – | – | 0.01% | 540 |
|
|
2021
Q2 | $603K | Sell |
2,764
-926
| -25% | -$202K | 0.01% | 523 |
|
|
2021
Q1 | $813K | Hold |
3,690
| – | – | 0.01% | 456 |
|
|
2020
Q4 | $680K | Buy |
+3,690
| New | +$680K | 0.01% | 474 |
|