Cerity Partners OCIO’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.25M | Buy |
+37,083
| New | +$5.25M | 0.17% | 88 |
|
|
2019
Q2 | – | Sell |
-12,389
| Closed | -$1.65M | – | 337 |
|
|
2019
Q1 | $1.65M | Buy |
12,389
+656
| +6% | +$87.2K | 0.09% | 98 |
|
|
2018
Q4 | $1.25M | Buy |
11,733
+738
| +7% | +$78.9K | 0.08% | 112 |
|
|
2018
Q3 | $1.31M | Buy |
+10,995
| New | +$1.31M | 0.08% | 103 |
|