Bartlett & Co’s Whirlpool WHR Stock Holding History

Bartlett & Co’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$212K	Sell	1,720 -30	-2%	-$3.7K	﹤0.01%	465
2023 Q3	$234K	Sell	1,750 -250	-13%	-$33.4K	﹤0.01%	430
2023 Q2	$298K	Buy	2,000 +1,874	+1,487%	+$279K	0.01%	405
2023 Q1	$17K	Hold	126	–	–	﹤0.01%	742
2022 Q4	$18K	Hold	126	–	–	﹤0.01%	739
2022 Q3	$17K	Hold	126	–	–	﹤0.01%	732
2022 Q2	$20K	Hold	126	–	–	﹤0.01%	742
2022 Q1	$22K	Buy	+126	New	+$22K	﹤0.01%	724
2021 Q4	–	Sell	-126	Closed	-$26K	–	889
2021 Q3	$26K	Sell	126 -8	-6%	-$1.65K	﹤0.01%	608
2021 Q2	$29K	Hold	134	–	–	﹤0.01%	592
2021 Q1	$30K	Hold	134	–	–	﹤0.01%	621
2020 Q4	$24K	Buy	134 +8	+6%	+$1.43K	﹤0.01%	644
2020 Q3	$23K	Hold	126	–	–	﹤0.01%	603
2020 Q2	$16K	Hold	126	–	–	﹤0.01%	634
2020 Q1	$11K	Buy	+126	New	+$11K	﹤0.01%	651
2019 Q3	$20K	Buy	126 +25	+25%	+$3.97K	﹤0.01%	656
2019 Q2	$14K	Hold	101	–	–	﹤0.01%	564
2019 Q1	$13K	Hold	101	–	–	﹤0.01%	565
2018 Q4	$11K	Hold	101	–	–	﹤0.01%	579
2018 Q3	$12K	Hold	101	–	–	﹤0.01%	592
2018 Q2	$15K	Hold	101	–	–	﹤0.01%	562
2018 Q1	$15K	Hold	101	–	–	﹤0.01%	566
2017 Q4	$17K	Hold	101	–	–	﹤0.01%	542
2017 Q3	$19K	Hold	101	–	–	﹤0.01%	530
2017 Q2	$19K	Hold	101	–	–	﹤0.01%	534
2017 Q1	$17K	Sell	101 -77	-43%	-$13K	﹤0.01%	556
2016 Q4	$32K	Hold	178	–	–	﹤0.01%	485
2016 Q3	$29K	Buy	178 +77	+76%	+$12.5K	﹤0.01%	502
2016 Q2	$17K	Hold	101	–	–	﹤0.01%	563
2016 Q1	$18K	Hold	101	–	–	﹤0.01%	545
2015 Q4	$15K	Hold	101	–	–	﹤0.01%	577
2015 Q3	$15K	Hold	101	–	–	﹤0.01%	568
2015 Q2	$17K	Hold	101	–	–	﹤0.01%	561
2015 Q1	$20K	Hold	101	–	–	﹤0.01%	549
2014 Q4	$20K	Hold	101	–	–	﹤0.01%	553
2014 Q3	$15K	Hold	101	–	–	﹤0.01%	573
2014 Q2	$14K	Hold	101	–	–	﹤0.01%	590
2014 Q1	$15K	Hold	101	–	–	﹤0.01%	572
2013 Q4	$16K	Hold	101	–	–	﹤0.01%	542
2013 Q3	$15K	Hold	101	–	–	﹤0.01%	556
2013 Q2	$12K	Buy	+101	New	+$12K	﹤0.01%	580