Chicago Partners Investment Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-215
| Closed | -$22K | – | 923 |
|
|
2018
Q3 | $22K | Hold |
215
| – | – | ﹤0.01% | 675 |
|
|
2018
Q2 | $31K | Hold |
215
| – | – | ﹤0.01% | 570 |
|
|
2018
Q1 | $33K | Hold |
215
| – | – | 0.01% | 521 |
|
|
2017
Q4 | $36K | Hold |
215
| – | – | 0.01% | 507 |
|
|
2017
Q3 | $40K | Buy |
+215
| New | +$40K | 0.01% | 470 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$17K | – | 800 |
|
|
2017
Q1 | $17K | Hold |
100
| – | – | ﹤0.01% | 419 |
|
|
2016
Q4 | $18K | Hold |
100
| – | – | 0.01% | 392 |
|
|
2016
Q3 | $16K | Hold |
100
| – | – | 0.01% | 383 |
|
|
2016
Q2 | $17K | Hold |
100
| – | – | 0.01% | 326 |
|
|
2016
Q1 | $18K | Hold |
100
| – | – | 0.01% | 307 |
|
|
2015
Q4 | $15K | Hold |
100
| – | – | 0.01% | 370 |
|
|
2015
Q3 | $15K | Sell |
100
-104
| -51% | -$15.6K | 0.01% | 309 |
|
|
2015
Q2 | $37K | Buy |
204
+100
| +96% | +$18.1K | 0.02% | 255 |
|
|
2015
Q1 | $20K | Buy |
104
+4
| +4% | +$769 | 0.01% | 293 |
|
|
2014
Q4 | $19K | Buy |
+100
| New | +$19K | 0.01% | 295 |
|