BKS Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,177
| Closed | -$217K | – | 223 |
|
|
2017
Q3 | $217K | Buy |
+1,177
| New | +$217K | 0.08% | 182 |
|
|
2017
Q2 | – | Sell |
-1,177
| Closed | -$202K | – | 211 |
|
|
2017
Q1 | $202K | Sell |
1,177
-1,600
| -58% | -$275K | 0.09% | 186 |
|
|
2016
Q4 | $505K | Buy |
2,777
+600
| +28% | +$109K | 0.24% | 109 |
|
|
2016
Q3 | $353K | Sell |
2,177
-300
| -12% | -$48.6K | 0.16% | 116 |
|
|
2016
Q2 | $413K | Hold |
2,477
| – | – | 0.21% | 103 |
|
|
2016
Q1 | $447K | Buy |
2,477
+200
| +9% | +$36.1K | 0.23% | 98 |
|
|
2015
Q4 | $334K | Hold |
2,277
| – | – | 0.17% | 98 |
|
|
2015
Q3 | $335K | Sell |
2,277
-200
| -8% | -$29.4K | 0.19% | 94 |
|
|
2015
Q2 | $429K | Hold |
2,477
| – | – | 0.2% | 87 |
|
|
2015
Q1 | $501K | Buy |
+2,477
| New | +$501K | 0.24% | 82 |
|