Bragg Financial 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 | – | Sell |
-1,150
| Closed | -$251K | – | 304 |
|
|
2021
Q2 | $251K | Hold |
1,150
| – | – | 0.02% | 281 |
|
|
2021
Q1 | $253K | Sell |
1,150
-80
| -7% | -$17.6K | 0.02% | 274 |
|
|
2020
Q4 | $222K | Hold |
1,230
| – | – | 0.02% | 273 |
|
|
2020
Q3 | $226K | Sell |
1,230
-925
| -43% | -$170K | 0.02% | 255 |
|
|
2020
Q2 | $279K | Sell |
2,155
-3,235
| -60% | -$419K | 0.03% | 233 |
|
|
2020
Q1 | $462K | Sell |
5,390
-3,314
| -38% | -$284K | 0.06% | 186 |
|
|
2019
Q4 | $1.28M | Sell |
8,704
-4,750
| -35% | -$701K | 0.14% | 152 |
|
|
2019
Q3 | $2.13M | Sell |
13,454
-3,678
| -21% | -$583K | 0.26% | 125 |
|
|
2019
Q2 | $2.44M | Buy |
17,132
+1,410
| +9% | +$201K | 0.3% | 113 |
|
|
2019
Q1 | $2.09M | Buy |
15,722
+2,180
| +16% | +$290K | 0.27% | 121 |
|
|
2018
Q4 | $1.45M | Buy |
13,542
+1,080
| +9% | +$115K | 0.22% | 140 |
|
|
2018
Q3 | $1.48M | Sell |
12,462
-395
| -3% | -$46.9K | 0.2% | 141 |
|
|
2018
Q2 | $1.88M | Buy |
12,857
+358
| +3% | +$52.3K | 0.27% | 121 |
|
|
2018
Q1 | $1.91M | Buy |
12,499
+32
| +0.3% | +$4.9K | 0.28% | 121 |
|
|
2017
Q4 | $2.1M | Sell |
12,467
-225
| -2% | -$37.9K | 0.3% | 115 |
|
|
2017
Q3 | $2.34M | Buy |
12,692
+540
| +4% | +$99.6K | 0.36% | 107 |
|
|
2017
Q2 | $2.33M | Buy |
12,152
+902
| +8% | +$173K | 0.37% | 109 |
|
|
2017
Q1 | $1.93M | Buy |
11,250
+1,745
| +18% | +$299K | 0.31% | 119 |
|
|
2016
Q4 | $1.73M | Buy |
9,505
+905
| +11% | +$165K | 0.28% | 125 |
|
|
2016
Q3 | $1.4M | Buy |
8,600
+160
| +2% | +$26K | 0.25% | 137 |
|
|
2016
Q2 | $1.41M | Buy |
8,440
+1,045
| +14% | +$174K | 0.25% | 134 |
|
|
2016
Q1 | $1.33M | Buy |
7,395
+1,145
| +18% | +$207K | 0.26% | 133 |
|
|
2015
Q4 | $918K | Buy |
6,250
+910
| +17% | +$134K | 0.2% | 144 |
|
|
2015
Q3 | $786K | Buy |
5,340
+1,195
| +29% | +$176K | 0.19% | 145 |
|
|
2015
Q2 | $717K | Buy |
4,145
+360
| +10% | +$62.3K | 0.16% | 162 |
|
|
2015
Q1 | $765K | Buy |
3,785
+975
| +35% | +$197K | 0.18% | 152 |
|
|
2014
Q4 | $544K | Buy |
2,810
+545
| +24% | +$106K | 0.13% | 171 |
|
|
2014
Q3 | $330K | Buy |
+2,265
| New | +$330K | 0.08% | 194 |
|