Cambridge Trust’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $26.9K | Buy |
225
+50
| +29% | +$5.98K | ﹤0.01% | 490 |
|
|
2023
Q4 | $21.3K | Hold |
175
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $23.4K | Hold |
175
| – | – | ﹤0.01% | 485 |
|
|
2023
Q2 | $26K | Buy |
+175
| New | +$26K | ﹤0.01% | 489 |
|
|
2022
Q4 | – | Sell |
-19
| Closed | -$3K | – | 907 |
|
|
2022
Q3 | $3K | Sell |
19
-205
| -92% | -$32.4K | ﹤0.01% | 768 |
|
|
2022
Q2 | $35K | Buy |
224
+122
| +120% | +$19.1K | ﹤0.01% | 535 |
|
|
2022
Q1 | $18K | Buy |
102
+86
| +538% | +$15.2K | ﹤0.01% | 677 |
|
|
2021
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 921 |
|