BAAM
Baker Avenue Asset Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$2.67K | – | 1480 |
|
|
2023
Q3 | $2.67K | Sell |
20
-15
| -43% | -$2.01K | ﹤0.01% | 1070 |
|
|
2023
Q2 | $5.21K | Buy |
35
+28
| +400% | +$4.17K | ﹤0.01% | 842 |
|
|
2023
Q1 | $924 | Buy |
+7
| New | +$924 | ﹤0.01% | 1199 |
|
|
2019
Q1 | – | Sell |
-12,559
| Closed | -$1.34M | – | 277 |
|
|
2018
Q4 | $1.34M | Buy |
+12,559
| New | +$1.34M | 0.13% | 117 |
|
|
2016
Q4 | – | Sell |
-2,131
| Closed | -$346K | – | 211 |
|
|
2016
Q3 | $346K | Sell |
2,131
-18,993
| -90% | -$3.08M | 0.05% | 164 |
|
|
2016
Q2 | $3.52M | Buy |
+21,124
| New | +$3.52M | 0.53% | 51 |
|