Capital Analysts LLC’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 |
-40
| Closed | -$9K | – | 1034 |
|
|
2021
Q2 | $9K | Sell |
40
-310
| -89% | -$69.8K | ﹤0.01% | 767 |
|
|
2021
Q1 | $77K | Buy |
+350
| New | +$77K | 0.01% | 516 |
|
|
2017
Q4 | – | Sell |
-303
| Closed | -$56K | – | 482 |
|
|
2017
Q3 | $56K | Sell |
303
-15,432
| -98% | -$2.85M | 0.01% | 298 |
|
|
2017
Q2 | $3.02M | Buy |
15,735
+817
| +5% | +$157K | 0.43% | 53 |
|
|
2017
Q1 | $2.56M | Buy |
14,918
+238
| +2% | +$40.8K | 0.4% | 68 |
|
|
2016
Q4 | $2.67M | Buy |
14,680
+848
| +6% | +$154K | 0.47% | 55 |
|
|
2016
Q3 | $2.24M | Buy |
13,832
+13,586
| +5,523% | +$2.2M | 0.42% | 66 |
|
|
2016
Q2 | $41K | Buy |
+246
| New | +$41K | 0.01% | 276 |
|
|
2015
Q3 | – | Sell |
-84
| Closed | -$14.5K | – | 391 |
|
|
2015
Q2 | $14.5K | Sell |
84
-295
| -78% | -$51K | ﹤0.01% | 344 |
|
|
2015
Q1 | $76.6K | Hold |
379
| – | – | 0.02% | 224 |
|
|
2014
Q4 | $73.4K | Hold |
379
| – | – | 0.02% | 215 |
|
|
2014
Q3 | $55.2K | Hold |
379
| – | – | 0.01% | 235 |
|
|
2014
Q2 | $52.8K | Buy |
379
+286
| +308% | +$39.8K | 0.01% | 234 |
|
|
2014
Q1 | $13.9K | Buy |
+93
| New | +$13.9K | ﹤0.01% | 302 |
|