Chesley Taft & Associates’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,475
| Closed | -$586K | – | 288 |
|
|
2017
Q4 | $586K | Sell |
3,475
-1,425
| -29% | -$240K | 0.05% | 212 |
|
|
2017
Q3 | $904K | Hold |
4,900
| – | – | 0.08% | 177 |
|
|
2017
Q2 | $939K | Hold |
4,900
| – | – | 0.08% | 175 |
|
|
2017
Q1 | $840K | Hold |
4,900
| – | – | 0.08% | 186 |
|
|
2016
Q4 | $891K | Hold |
4,900
| – | – | 0.09% | 177 |
|
|
2016
Q3 | $795K | Hold |
4,900
| – | – | 0.08% | 166 |
|
|
2016
Q2 | $817K | Sell |
4,900
-50
| -1% | -$8.34K | 0.08% | 165 |
|
|
2016
Q1 | $893K | Sell |
4,950
-1,035
| -17% | -$187K | 0.09% | 153 |
|
|
2015
Q4 | $879K | Buy |
5,985
+5
| +0.1% | +$734 | 0.09% | 154 |
|
|
2015
Q3 | $881K | Buy |
+5,980
| New | +$881K | 0.1% | 139 |
|