Cary Street Partners Investment Advisory’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-182
| Closed | -$24.3K | – | 1786 |
|
|
2023
Q3 | $24.3K | Sell |
182
-93
| -34% | -$12.4K | ﹤0.01% | 1056 |
|
|
2023
Q2 | $40.9K | Hold |
275
| – | – | ﹤0.01% | 867 |
|
|
2023
Q1 | $36.3K | Sell |
275
-101
| -27% | -$13.3K | ﹤0.01% | 819 |
|
|
2022
Q4 | $53.2K | Buy |
+376
| New | +$53.2K | ﹤0.01% | 729 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | -$2K | – | 877 |
|
|
2020
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 927 |
|