Bay Harbor Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$90 | – | 1305 |
|
|
2025
Q1 | $90 | Buy |
+1
| New | +$90 | ﹤0.01% | 899 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$6K | – | 431 |
|
|
2020
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 275 |
|
|
2020
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 256 |
|
|
2020
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 249 |
|
|
2020
Q1 | $3K | Buy |
35
+15
| +75% | +$1.29K | ﹤0.01% | 255 |
|
|
2019
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 274 |
|
|
2019
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 288 |
|
|
2019
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 284 |
|
|
2019
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 327 |
|
|
2018
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 333 |
|