Clear Perspective Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,163
| Closed | -$170K | – | 442 |
|
|
2018
Q2 | $170K | Sell |
1,163
-7
| -0.6% | -$1.02K | 0.12% | 149 |
|
|
2018
Q1 | $179K | Hold |
1,170
| – | – | 0.13% | 140 |
|
|
2017
Q4 | $197K | Buy |
1,170
+500
| +75% | +$84.2K | 0.15% | 133 |
|
|
2017
Q3 | $124K | Hold |
670
| – | – | 0.1% | 167 |
|
|
2017
Q2 | $128K | Hold |
670
| – | – | 0.11% | 153 |
|
|
2017
Q1 | $115K | Sell |
670
-1,375
| -67% | -$236K | 0.08% | 157 |
|
|
2016
Q4 | $372K | Buy |
+2,045
| New | +$372K | 0.25% | 84 |
|