Braver Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $4.45M | Buy |
24,477
+91
| +0.4% | +$16.5K | 0.72% | 42 |
|
|
2016
Q3 | $3.95M | Buy |
24,386
+6,282
| +35% | +$1.02M | 0.66% | 47 |
|
|
2016
Q2 | $3.02M | Sell |
18,104
-12,482
| -41% | -$2.08M | 0.51% | 52 |
|
|
2016
Q1 | $5.52M | Buy |
30,586
+2,619
| +9% | +$472K | 0.91% | 30 |
|
|
2015
Q4 | $4.11M | Buy |
27,967
+1,375
| +5% | +$202K | 0.85% | 30 |
|
|
2015
Q3 | $3.92M | Buy |
26,592
+14,508
| +120% | +$2.14M | 0.97% | 28 |
|
|
2015
Q2 | $2.09M | Sell |
12,084
-228
| -2% | -$39.5K | 0.51% | 44 |
|
|
2015
Q1 | $2.49M | Buy |
+12,312
| New | +$2.49M | 0.51% | 36 |
|
|
2014
Q4 | – | Sell |
-9,109
| Closed | -$1.33M | – | 94 |
|
|
2014
Q3 | $1.33M | Sell |
9,109
-36
| -0.4% | -$5.24K | 0.4% | 46 |
|
|
2014
Q2 | $1.27M | Buy |
9,145
+90
| +1% | +$12.5K | 0.33% | 52 |
|
|
2014
Q1 | $1.35M | Buy |
+9,055
| New | +$1.35M | 0.39% | 44 |
|