Concert Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,134
| Closed | -$388K | – | 437 |
|
|
2017
Q1 | $388K | Buy |
+2,134
| New | +$388K | 0.09% | 304 |
|
|
2016
Q4 | – | Sell |
-1,367
| Closed | -$217K | – | 925 |
|
|
2016
Q3 | $217K | Sell |
1,367
-51
| -4% | -$8.1K | 0.03% | 615 |
|
|
2016
Q2 | $231K | Buy |
1,418
+141
| +11% | +$23K | 0.03% | 556 |
|
|
2016
Q1 | $231K | Sell |
1,277
-95
| -7% | -$17.2K | 0.03% | 551 |
|
|
2015
Q4 | $201K | Sell |
1,372
-74
| -5% | -$10.8K | 0.03% | 593 |
|
|
2015
Q3 | $211K | Buy |
1,446
+24
| +2% | +$3.5K | 0.03% | 596 |
|
|
2015
Q2 | $246K | Sell |
1,422
-455
| -24% | -$78.7K | 0.03% | 572 |
|
|
2015
Q1 | $287K | Buy |
+1,877
| New | +$287K | 0.08% | 307 |
|
|
2014
Q4 | – | Sell |
-2,545
| Closed | -$370K | – | 669 |
|
|
2014
Q3 | $370K | Buy |
2,545
+561
| +28% | +$81.6K | 0.05% | 339 |
|
|
2014
Q2 | $256K | Buy |
1,984
+127
| +7% | +$16.4K | 0.03% | 454 |
|
|
2014
Q1 | $274K | Buy |
+1,857
| New | +$274K | 0.03% | 430 |
|