Berman Capital Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $47K | Buy |
234
+67
| +40% | +$13.5K | 0.01% | 707 |
|
|
2021
Q2 | $36K | Buy |
167
+65
| +64% | +$14K | 0.01% | 707 |
|
|
2021
Q1 | $22K | Buy |
102
+67
| +191% | +$14.5K | ﹤0.01% | 756 |
|
|
2020
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 995 |
|
|
2020
Q2 | $4K | Sell |
35
-72
| -67% | -$8.23K | ﹤0.01% | 1089 |
|
|
2020
Q1 | $9K | Buy |
107
+37
| +53% | +$3.11K | ﹤0.01% | 708 |
|
|
2019
Q4 | $10K | Hold |
70
| – | – | ﹤0.01% | 755 |
|
|
2019
Q3 | $11K | Hold |
70
| – | – | ﹤0.01% | 692 |
|
|
2019
Q2 | $9K | Buy |
70
+48
| +218% | +$6.17K | ﹤0.01% | 790 |
|
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1141 |
|
|
2018
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 913 |
|