Baystate Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $183 | Sell |
1
-11
| -92% | -$1.28K | ﹤0.01% | 1272 |
|
|
2023
Q3 | $1.63K | Hold |
12
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $1.79K | Buy |
12
+1
| +9% | +$137 | ﹤0.01% | 857 |
|
|
2023
Q1 | $1.57K | Hold |
11
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 817 |
|
|
2022
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 776 |
|
|
2022
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 796 |
|
|
2022
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 787 |
|
|
2021
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 733 |
|
|
2021
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 714 |
|
|
2021
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 683 |
|
|
2021
Q1 | $2K | Buy |
11
+1
| +10% | +$198 | ﹤0.01% | 618 |
|
|
2020
Q4 | $2K | Sell |
10
-1
| -9% | -$192 | ﹤0.01% | 592 |
|
|
2020
Q3 | $2K | Buy |
11
+1
| +10% | +$166 | ﹤0.01% | 559 |
|
|
2020
Q2 | $1K | Sell |
10
-279
| -97% | -$31.9K | ﹤0.01% | 635 |
|
|
2020
Q1 | $25K | Buy |
289
+4
| +1% | +$525 | ﹤0.01% | 262 |
|
|
2019
Q4 | $42K | Buy |
285
+2
| +0.7% | +$302 | 0.01% | 248 |
|
|
2019
Q3 | $45K | Buy |
283
+3
| +1% | +$431 | 0.01% | 213 |
|
|
2019
Q2 | $41K | Buy |
280
+2
| +0.7% | +$268 | 0.01% | 239 |
|
|
2019
Q1 | $39K | Buy |
278
+2
| +0.7% | +$264 | 0.01% | 243 |
|
|
2018
Q4 | $35K | Buy |
276
+3
| +1% | +$340 | 0.01% | 247 |
|
|
2018
Q3 | $29K | Buy |
273
+2
| +0.7% | +$265 | 0.01% | 267 |
|
|
2018
Q2 | $42K | Buy |
271
+2
| +0.7% | +$304 | 0.01% | 211 |
|
|
2018
Q1 | $40K | Hold |
269
| – | – | 0.01% | 210 |
|
|
2017
Q4 | $45K | Hold |
269
| – | – | 0.01% | 208 |
|
|
2017
Q3 | $48K | Hold |
269
| – | – | 0.01% | 190 |
|
|
2017
Q2 | $53K | Hold |
269
| – | – | 0.01% | 173 |
|
|
2017
Q1 | $45K | Buy |
269
+10
| +4% | +$1.78K | 0.01% | 185 |
|
|
2016
Q4 | $48K | Buy |
+259
| New | +$42.9K | 0.01% | 154 |
|
Other funds holding WHR
