Charter Oak Capital Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-31
| Closed | -$5K | – | 897 |
|
|
2022
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 714 |
|
|
2022
Q1 | $5K | Buy |
31
+14
| +82% | +$2.26K | ﹤0.01% | 772 |
|
|
2021
Q4 | $4K | Hold |
17
| – | – | ﹤0.01% | 733 |
|
|
2021
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 733 |
|
|
2021
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 698 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 665 |
|
|
2020
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 651 |
|