Bell Investment Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11
| Closed | -$1.18K | – | 1957 |
|
2024
Q3 | $1.18K | Hold |
11
| – | – | ﹤0.01% | 1542 |
|
2024
Q2 | $1.13K | Hold |
11
| – | – | ﹤0.01% | 1577 |
|
2024
Q1 | $1.32K | Sell |
11
-8
| -42% | -$957 | ﹤0.01% | 1513 |
|
2023
Q4 | $2.31K | Sell |
19
-8
| -30% | -$974 | ﹤0.01% | 1263 |
|
2023
Q3 | $3.61K | Sell |
27
-4
| -13% | -$535 | ﹤0.01% | 980 |
|
2023
Q2 | $4.61K | Hold |
31
| – | – | ﹤0.01% | 862 |
|
2023
Q1 | $4.09K | Buy |
31
+4
| +15% | +$528 | ﹤0.01% | 872 |
|
2022
Q4 | $3.82K | Buy |
27
+11
| +69% | +$1.56K | ﹤0.01% | 950 |
|
2022
Q3 | $2K | Buy |
16
+8
| +100% | +$1K | ﹤0.01% | 1249 |
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1655 |
|
2021
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 913 |
|
2021
Q3 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 845 |
|