Beacon Investment Advisory Services’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,529
| Closed | -$422K | – | 275 |
|
|
2024
Q1 | $422K | Sell |
3,529
-394
| -10% | -$47.1K | 0.02% | 190 |
|
|
2023
Q4 | $478K | Sell |
3,923
-339
| -8% | -$41.3K | 0.02% | 184 |
|
|
2023
Q3 | $570K | Sell |
4,262
-50
| -1% | -$6.69K | 0.03% | 183 |
|
|
2023
Q2 | $642K | Buy |
4,312
+672
| +18% | +$100K | 0.03% | 177 |
|
|
2023
Q1 | $481K | Buy |
3,640
+351
| +11% | +$46.3K | 0.02% | 191 |
|
|
2022
Q4 | $465K | Sell |
3,289
-843
| -20% | -$119K | 0.02% | 193 |
|
|
2022
Q3 | $557K | Buy |
4,132
+1,209
| +41% | +$163K | 0.03% | 178 |
|
|
2022
Q2 | $453K | Buy |
2,923
+431
| +17% | +$66.8K | 0.02% | 199 |
|
|
2022
Q1 | $431K | Buy |
2,492
+815
| +49% | +$141K | 0.02% | 223 |
|
|
2021
Q4 | $394K | Buy |
1,677
+49
| +3% | +$11.5K | 0.02% | 236 |
|
|
2021
Q3 | $332K | Sell |
1,628
-41
| -2% | -$8.36K | 0.01% | 246 |
|
|
2021
Q2 | $364K | Sell |
1,669
-47
| -3% | -$10.3K | 0.01% | 247 |
|
|
2021
Q1 | $378K | Sell |
1,716
-58
| -3% | -$12.8K | 0.02% | 227 |
|
|
2020
Q4 | $320K | Sell |
1,774
-284
| -14% | -$51.2K | 0.01% | 224 |
|
|
2020
Q3 | $378K | Buy |
2,058
+173
| +9% | +$31.8K | 0.02% | 187 |
|
|
2020
Q2 | $244K | Buy |
+1,885
| New | +$244K | 0.01% | 218 |
|