CFA
Camarda Financial Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,245
| Closed | -$935K | – | 98 |
|
|
2021
Q1 | $935K | Buy |
+4,245
| New | +$935K | 0.67% | 38 |
|
|
2018
Q4 | – | Sell |
-14,235
| Closed | -$1.69M | – | 242 |
|
|
2018
Q3 | $1.69M | Buy |
+14,235
| New | +$1.69M | 1.92% | 11 |
|
|
2017
Q1 | – | Sell |
-7,904
| Closed | -$1.44M | – | 256 |
|
|
2016
Q4 | $1.44M | Sell |
7,904
-845
| -10% | -$154K | 0.98% | 41 |
|
|
2016
Q3 | $1.42M | Buy |
+8,749
| New | +$1.42M | 0.86% | 46 |
|
|
2014
Q2 | – | Sell |
-1,434
| Closed | -$214K | – | 231 |
|
|
2014
Q1 | $214K | Buy |
+1,434
| New | +$214K | 0.16% | 77 |
|